Newsletter & Additional Information

Provided By Gigi Laverge

Have 5 Years or Less to Retire?

Here are 5 things to do now. It's never too late to start building!

Tri Planning

Robo-Advisors vs. Human Financial Professionals

If an investor chooses a non-human financial advisor, what price could they end up paying?

Efficient Tax Strategies & important tax birthdays

Tax efficiency is the measure of how much an investment’s return you keep after taxes. Knowing your tax bracket is a good starting point, however today’s tax code is quite complex. Click below to learn about 3 major strategies that investors should consider as well as important tax birthdays.


Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.

10 Roth IRA Strategies to hedge the risk of higher taxes

The current tax environment and potential for higher tax rates in the future create an opportunity for tax-smart planning.

Investing with Confidence

In a time when many unscrupulous individuals are looking for opportunities to defraud investors, it is more important than ever to be educated in the potential dangers.