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September Update

  What changes have happened in your life?   As Summer officially winds down and we move closer to the start of Fall, we wanted to take a moment to talk about change. It may sound cliche, but seasons and leaves aren’t the only things that change.  What things changed in your life this summer? Perhaps… Continue reading September Update

Money Matters Newsletter

      This month, my newsletter explores the following topics: Tax planning begins when building your portfolio Five signs the housing market is slowing down Capital gains tax 101 Tax-smart charitable giving strategy using IRA money   With the fall season right ahead of us, please contact me if you would like to discuss… Continue reading Money Matters Newsletter

Insurance Basics for College Students

A group of five university students move into their shared flat , and start to unpack boxes. they all stand and pose for the camera.

  A message from ‘michael‘   Hello again – today I’m here to talk to you about putting the right insurance in place for your child before they head off to college.  Please listen to my short message and then continue reading to see our important insurance checklist.  [you can click here to watch the… Continue reading Insurance Basics for College Students

Money Matters Newsletter

                                This month, my newsletter explores the following topics: Things you should know about the housing market Don’t make this Roth IRA investing mistake What is stagflation? How to save money as prices keep rising   This is the perfect… Continue reading Money Matters Newsletter

Finding New Ways to Stay Connected

    Wow, this summer is going so fast! It’s hard to believe the calendar has flipped to August! I hope you’ve been enjoying your summer and that you have been out and about, spending time with family and friends. A lot has been happening at Silver Lining these past few months. It’s been an exciting, and… Continue reading Finding New Ways to Stay Connected

Money Matters Newsletter

                        This month, my newsletter explores the following topics: What causes inflation? New IRS rules for early retirees How the Senate could change your 401k plan Roth IRA conversions can benefit from down markets   Summer may bring the time to review assumptions and… Continue reading Money Matters Newsletter

Pool Safety Tips

    Raise your hand if you are looking forward to the longer and warmer days of summer! It is nice to shed our jackets and sweaters and trade them in for shorts and bathing suits. We are definitely ready to enjoy some fun in the sun.   One of the most popular summertime activities… Continue reading Pool Safety Tips

Money Matters Newsletter

                        This month, my newsletter explores the following topics: Three strategies for reducing tax risks in retirement When do living trusts make sense? How long to keep tax documents The most profitable improvement a homeowner can make   Events in the world and the… Continue reading Money Matters Newsletter

Let’s Stay in Touch

Two childeren are using paper cups as a telephone

      We admit it, we love our clients! Without you, there would be no “us.” That’s why you can always count on us to give you our best when it comes to service, support, and advice.  Our commitment to superior customer engagement enables us to stand apart from other agencies. Our team is knowledgeable… Continue reading Let’s Stay in Touch

Money Matters Newsletter

Donation money jar filled with coins in front of holiday lights

  This month, my newsletter explores the following topics: 2022 tax year changes and key amounts When to update your wills or estate plans How much will home prices rise in 2022? How 401(k) rollovers work   I hope you’re enjoying spring. If you would like to discuss your finances, please contact me.   Tax… Continue reading Money Matters Newsletter

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