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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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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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Built to Last: Time IN vs TimeING
Read more: Built to Last: Time IN vs TimeINGDo you remember how your portfolio was invested on October 1, 2007? The S&P 500 Index…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsWhat a difference a year makes. In February of 2020, we were talking about the end…
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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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If You Remember Only These 5 Things
Read more: If You Remember Only These 5 ThingsFirst and foremost, considering all the unusual turmoil in our lives the past year, we thank…
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Macroeconomic View & Markets
Read more: Macroeconomic View & MarketsThe year 2020 was a time of unprecedented personal, economic, and political turmoil. Leading to unparalleled…
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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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Markets & Macroeconomic View
Read more: Markets & Macroeconomic ViewThe economic recovery continued throughout the quarter. U.S. manufacturing expanded for a 5th straight month ending…
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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…