Always Learning, Growing, Improving and Serving Clients, We Share the Insights We Gather Along the Way.

Stop in on occasion to check out our archive or sign up for email insights.

By submitting this form, you may receive timely, valuable resources from our firm. You can opt out of these marketing communications anytime through the unsubscribe link.

Logic Lane: A Voice of Calm and Reason

Spring 2025

Spring 2025 Hello Friends, We hope this note finds you well and that signs of spring are emerging in your part of the country. On Logic Lane, our neighbors are

Logic Lane: Election Time

Fall 2024

It’s a beautiful fall morning on Logic Lane, and the neighborhood is buzzing with energy as familiar faces cross paths during their morning workouts. There’s no shortage of lively conversation,

Logic Lane: Leftover 529 Funds Rolled Into…Joy

Spring 2024

Leftover 529 Funds Rolled Into…Joy Exploring the New IRS Provision to Roll $35,000 of Unused 529 Funds into a Roth IRA Meet Education Edward and his wife, Experience Emily, along

What Should You Do With Your Cash?

Spring 2023

What Should You Do With Your Cash? With the recent headlines, we are reaching out this week to take a stroll down Logic Lane to talk with our favorite neighbors

Worried? Click here for calm, strategies and cupcakes

Fall 2022

Hello Friends, The past two and a half years have taught us many lessons and most people have worried enough to last a lifetime. We are now in another season

Summertime on Logic Lane – A Voice of Calm and Reason

Spring 2022

A Voice of Calm and Reason on Logic Lane Welcome back to Logic Lane, where the neighbors are emerging to a beautiful summer, and they have a lot on their

A Spooky Tale – Open Enrollment Time on Logic Lane and Disregard Drive

Fall 2021

Want to be the scariest house on the block this year? Instead of handing out candy, try reminding parents to check the selections for their employer benefits and watch the

We Made $400,000 Last Year. Where Did It Go?

Spring 2021

It is tax time on Logic Lane and the perfect time to introduce three families asking the same question as they pull together all the documents. Between the W2s, 1099s,

SECURE Act – Most Significant Change to Retirement Laws in Over 20 Years

Winter 2020

While you were busy wrapping presents on December 20, 2019, Congress was busy changing the way we withdraw money out of our retirement accounts as we know it. The SECURE