The recent breach of personal information from the credit monitoring agency Equifax has left nearly 150 million Americans vulnerable to cyber criminals. The CEO of Equifax resigned and will be appearing before congress to testify about...Read More
What’s on my mind? That's a scary thought...but you can read about it on my blog. Whether it’s investment related, current issues or thoughts from some of you...you can read about it here. And once in a while, I may throw in a movie review or something unexpected. So check in from time to time.
Hello All,With Healthcare in the news yet again, I thought this would be a good time to share an article that explains some important facts about Medicare and how it will affect you in retirement. Regardless of your income or health...Read More
Estate Planning can be an unpleasant thought for all of us, but it’s about much more than The Benjamins! By taking the right steps, you can ensure that your wishes can be easily understood and carried out. Here are some items to...Read More
As the debate over healthcare continues in Washington it is important to remember that no matter what the government ultimately chooses to do, health care will be a significant cost to all people during retirement. One option available...Read More
Good Afternoon, As we move forward this year, I wanted to share a helpful reference sheet from Putnam regarding Ten Income and Estate Tax Planning Strategies that you should think about for 2017. Some ideas you may want to consider:...Read More
When thinking about estate planning, the word “children” can be more nuanced than one might realize. The phrase, “my children” may appear to be an obvious reference to your biological children, however there are...Read More
As 2014 comes to a close, it's important to be thinking about charitable giving and year end. Many times families are stressed over the holidays and forget about taking advantage of the tax benefits associated with year end gifting. A...Read More