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Our aim is to always provide you with valuable information and tools to assist you in achieving your financial goals so that you can truly enjoy A Good Life Well Lived.

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Epic Insights

Dec 13, 2019

The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes.

Dec 11, 2019

Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or investments, plus Social Security.  They know this, but many of them do not know when, or how, it will happen. What is missing is a strategy – and a good strategy … Continue reading “Creating a Retirement Strategy”

Dec 9, 2019

Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good credit in college, you create a financial profile for yourself that can influence lenders, landlords, and potential employers. Unfortunately, some college students do not have good credit. In fact, Credit … Continue reading “Establishing Good Credit in College”

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