Most Recent

Nate and Sarah Remodel VLog
Nate and Sarah bought the new house, well a property, really. It’s got beautifully landscaped yards; Jacarandas, Mimosas, Canna Lilies, and many other varieties…

Long Run Goals VLog
“Don’t wait too long to commit to your life-long goals, or they could become unfulfilled dreams. The sooner we start, the better you’ll enjoy the outcome.” – Ralph Bender, MBA, CFP®

When should I expect my 1099?
It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March…

Five Year Relocation Nate & Sarah
Nate and Sarah just bought the house of their dreams. Five years they planned for making this move.

Marty and Jean visit the David
Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.