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

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Logic Lane: Election Time

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,
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Logic Lane: Leftover 529 Funds Rolled Into…Joy

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
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What Should You Do With Your Cash?

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
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Worried? Click here for calm, strategies and cupcakes

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
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Summertime on Logic Lane – A Voice of Calm and Reason

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

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

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

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
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Write 2020 on Checks and Documents

With the new decade comes new opportunity for fraud. While not as widespread as the Y2K fear, the rumors of fraud with dating checks or documents with “20” instead of
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