top of page

Our Services


How about some good news from the IRS?
November 4, 2019 401(k) contribution limit increases to $19,500 for 2020; catch-up limit rises to $6,500 The Internal Revenue Service...

Jim Parks
Nov 8, 20192 min read


What will we do with parking garages?
As the popularity of ride-sharing services and personal transportation options (like scooters and bicycles) grows, the need for cars in...

Jim Parks, CFP, AIF
Nov 4, 20191 min read


How many friends can we really have anyway?
The BBC recently printed a story looking at how many personal connections we can really maintain at once. It is a very thought-provoking...

Jim Parks
Nov 1, 20192 min read


How much is too much?
In 1986, Fortune magazine asked Warren Buffett his thoughts on inheritance. He responded children should receive, “...enough money so...

Jim Parks, CFP, AIF
Oct 28, 20192 min read


It's that time again.
During the past few weeks, Nobel Prize winners have been announced as well as Ig Nobel Prize winners. The Igs are awarded for improbable...

Jim Parks, CFP, AIF
Oct 21, 20191 min read


What's your cup of tea?
Over the past week we have noticed a decidedly autumn feel in the air with cool, crisp evenings replacing those warm, lingering breezes of s

Jim Parks, CFP, AIF
Oct 18, 20192 min read


9 Facts About Retirement You Can't Afford to Forget
Tip: Nearly 70% of workers expect to work for pay in retirement, but only 26% of retirees actually have done so. Source: 2018 Retirement...

Jim Parks, CFP, AIF
Feb 21, 20193 min read
bottom of page
