Michael Rahn November 28, 2018 Year-End Planning Ideas Michael Rahn November 28, 2018 Life is dynamic, and your planning should be also. We recommend reviewing your current financial plan often, and especially towards the end of the year. Here are a few tips to take full advantage of the current year.
Michael Rahn November 21, 2018 Welcome to The Sum Michael Rahn November 21, 2018 An introduction to The Sum and an overview of our beliefs, values and what sets us apart as a Registered Investment Advisory firm.