Vid's Blog

Our Knowledge is Your Power


Our goal with every blog post is to provide valuable information that could benefit you.

5 Signs You Need A Financial Planner

5 Signs You Need A Financial Planner

Sometimes it’s hard to ask for help and you think you can – or should – handle things yourself. Whether it’s taking care of a nagging injury, fixing the sink, changing the oil in your car or doing your own taxes. The same questions often arise about finances and...

The Good, Bad, and Ugly of the Tax Reform

The Good, Bad, and Ugly of the Tax Reform

The most talked about Tax reform is finally signed into law by President Trump end of last year. The new Tax legislation is in for the current year 2018 and beyond! Well, what does it mean to you personally? Did you lose some of your past tax breaks? Or you got some...

From Our Founder, Vid

My Quest for Unbiased Advice led me Here

Flashback: I was 40. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement.

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