As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there’s no better time for tax planning than before year-end. That’s because there are a number of tax-smart strategies you […]

After 29 years in the industry, Charlie shares how he entered the field, navigated the highs and lows and how he plans to spend his free time. Why did you choose to enter this field? What about financial planning interests you? Entering financial services was almost by accident. My brother […]

Tax deadline is April 17, 2018. Let us know how we can help!