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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Are You Tax-Efficient?
Read more: Are You Tax-Efficient?There has been much speculation about the current tax proposal and what may eventually pass. While…
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Death is Easier, Financially
Read more: Death is Easier, FinanciallyIn my last column, “What Happens if You Live?”, I discussed living but not being able…
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What Happens if You Live?
Read more: What Happens if You Live?Many people think Estate Planning is only about where their money and property go after they…
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“Where Am I Going?”
Read more: “Where Am I Going?”The beginning of any year is a good opportunity to review your life and determine what…
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Medicare – The Basics
Read more: Medicare – The BasicsThe cost for healthcare continues to significantly outpace inflation and, for some, may be the biggest…
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Risk Tolerance Recalibration
Read more: Risk Tolerance RecalibrationOver the last decade, as we progressed further from the Financial Crisis, investor risk tolerance has…
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What You NEED to Know!
Read more: What You NEED to Know!Congress just passed two very important pieces of legislation – the SECURE Act & the CARES…
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CFP® Certification
Read more: CFP® CertificationMany people call themselves “financial planners” but lack the credentials and standards of CFP® Professionals. One key…
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Social (In)Security
Read more: Social (In)SecurityIn the 2019 Gallup poll on Social Security, 67% of Americans listed Social Security as one…