Move With Confidence Towards Your Goals

Key Facts About Tariffs, Interest Rates, And Economic Strength

Tariffs, interest rates, and the economy's strength are triggering fear and market volatility. Here are the facts.

More...

Year-End 2018 Taxes And Your Home Office Deductions

Qualifying for a home office deduction became more difficult in 2018. The Tax Cuts and Jobs Act, which kicked in…

More...

Fed Chair Extends A Dovish Hand, Lifting Stocks

Extending a hand to support a more dovish monetary stance, Federal Reserve Chairman Jerome Powell signaled a pause in hiking…

More...

Strategic Considerations In Funding College

Federal tax laws can help you fund a child or grandchild's college education in a variety of ways. Some key…

More...

High Income Earners & Roth Conversion

Roth IRAs are tax-free, making them popular, but a married couple is ineligible to contribute to a Roth if they…

More...

Frontpage Slideshow | Copyright © 2006-2011 JoomlaWorks Ltd.

Welcome!

 

Get More 1 Minute Video Tips
Like This One
to Help You Plan for Retirement.

Enter your name and email here:

 

 

Clients remain with us to:

Receive advice from a true fiduciary

Make tax-smart decisions with their money and investments

Retire young enough to enjoy it

Avoid running out of money in retirement

Find effective asset protection strategies

 

Fee-only, independent, CFP® professional and fiduciary has provided financial planning, retirement and investment advice in Columbia and Jefferson City, Missouri and the surrounding counties for more than 20 years. We start by learning what is important to you, create a flexible plan, and then move with confidence towards your goals.

 

Discover whether what we have done well for others can be done for you.

Steven S. Erickson
JD, MBA®, CFP®

 

Special Report
  • Economic Facts To Prepare For The Elections