Espresso Shots – Is It a Good Idea to Refinance Your Mortgage with Scott Silverstein, Mortgage Consultant at Caliber Home Loans

With mortgage rates reaching all-time lows, more and more are considering the option to refinance their homes. But there are many factors to weigh when deciding to refinance. In our latest Espresso Shot, we sat   see more →

Espresso Shots – 5 Tips for Retiring early with Eric Ashburn & Cecile Hult,

Do you know how much money you need to retire early? In our latest Espresso Shot, our own Eric Ashburn, CFP® Partner & Private Wealth Advisor, and Cecile Hult, CFP®, CDFA® Partner & Private   see more →

Coffee & Conversation – Smart Investing: A State-of-the-Market Deep Dive

During “Smart Investing: A State-of-the-Market Deep Dive”, we took an expansive look at the current capital market with Joe Gallemore, Partner and Investment Management & Research Analyst for Argent   see more →

Espresso Shots – Estate Tax Law Changes & Life Insurance Trusts with Adam Abramowitz, Principal, Estates, Trusts & Probate Attorney at Stein Sperling

We sat down with Adam Abramowitz, principal and estates, trusts & probate attorney at Stein Sperling, to discuss using a trust to own a life insurance policy, how changes in estate law may affect the policy, finding   see more →

Espresso Shots – Major Medical Expenses & Tax Deductions with Erin Kidd, Accredited Financial Counselor & Enrolled Agent

Tax time is fast approaching and if you incurred a fair amount of medical expenses in 2020, you might be wondering your options for taking deductions on the amount you paid. In one of our latest Espresso   see more →

Espresso Shots – Special Needs Trusts with Elizabeth Gray, Elder & Special Needs Law Attorney

Special needs trusts can be a useful and lifesaving option to caring for a loved one with special needs. In our latest Espresso Shot, Cecile Hult, CFP®, CDFA® Partners & Private Wealth Advisor at Argent   see more →