Taxes are an important part of your financial plan. Unfortunately, the world of taxes is often boiled down to a single event of filing them to the IRS, hoping for…
The best place to retire in the United States is in dispute. There’s no formal debate, but a review of reliable publications showed surveys have named different states and cities…
What does retirement mean to you? This is perhaps one of the most difficult questions because the answer relies on many factors from financial to emotional to physical to mental.…
Welcome back! We are excited to bring you the second part of our estate planning series where we emphasize adding value and meaning to your legacy planning strategy. Ron Blue’s…
We would like to begin today’s post with a couple of questions: What does wealth mean to you now? How does your definition of wealth alter when you look at…
It’s no surprise that the 2018 Tax Cuts and Jobs Act changed the way people approach their tax planning strategy. With the standard deduction nearly doubling to $12,000 for single…
Our Medicare trilogy is coming to a close today and we are going out with a bang. Today’s post digs into the intricacies of prescription drug plans. Part D is…