Digital Assets

It’s never fun to think about a day that you’re no longer here. But, the more planning we do today can save stress for your loved ones.

Erin Itkoe, CPA, CFP^®, Director of Financial Planning

Offering strategic advice to enhance clients' financial well-being, every day! Read about Erin ...

Health Directives and Medical Information

It is extremely important to have your estate planning documents in order.

Year-End Tax Planning

It is an opportune time to take advantage of tax planning strategies before we ring in 2021.

Estate Plan Documents and COVID-19

It is extremely important to have your estate planning documents in order.

Important Changes to Retirement Accounts

Recently, we’ve seen many changes as it relates to retirement accounts.

Evaluating Intra-Family Loans

A silver lining stemming from the current economic environment is extremely low-interest rates.

Client Update – The CARES Act

We are here to help you navigate these uncertain times due to the effects of COVID-19.

Estate Plan Reviews – Even More Important Today

SECURE Act

One of the biggest changes in the SECURE Act regards IRA distribution rules. Read more ...

Year-End Tax Planning

For many, fall signifies the return of all things pumpkin spice before the holiday season begins. Although not as tasty or fun, it’s also an opportune time to take advantage of tax planning ...

Medicare’s Confusing!

Medicare decisions care be overwhelming and confusing.   Use Tarbox Family Office as a resource during your decision-making process.