Financial Consulate

Q2 IRS estimated payments are due today! 📅

While the process is straightforward, the IRS website can be a bit intimidating if you aren't familiar with it.

Watch our quick video for a step-by-step refresher on how to check this off your to-do list today:

How to Save Thousands in Taxes on Company Stock in a 401k Enjoy the videos and music you love, upload original content, and share it all with friends, family, and the world on YouTube.

RMDs force you to take money out of your IRA starting at age 73, whether you need it or not.

For some people, that's fine. For others, it pushes them into a higher tax bracket, increases Medicare premiums, or creates taxable income they didn't plan for.

If you're still working in your early 70s and don't need the money, there are strategies to reduce the impact. We help clients plan for this years in advance so they're not caught off guard.

Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.

Why I Took a Pay Cut to Do Work That Matters Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.