Resources

Dissecting Turmp’s Tax Reform

On Wednesday September 27th, President Trump and Republican leaders in Congress unveiled a new tax plan that, if passed in its current form, could create

EQUIFAX BREACH

These days it’s harder than ever to protect our personal information.  I get phishing emails daily alerting me I am the lucky lotto winner in

HOW CAN I PROTECT MY FAMILY?

Lately we’ve noticed an increased interest in life insurance.  Client’s ask: When should I buy it?  Why do I need it? When is it too

Little-Known IRA Penalty Could Cost A Lot

A 2015 ruling by the Tax Court can affect your flexibility in moving from one Individual Retirement Account (IRA) to another, and it’s still catching

Penalties Retirees Can Avoid

For those of you who are contemplating retiring soon, you will be joining the approximately 10,000 Baby Boomers who are turning age 65 every day.

Aren’t Record Highs a Good Thing?

I hope you are enjoying the dog days of summer!  Global stock markets delivered robust gains in the second quarter of 2017 as stronger earnings

Leaving Debts After Death

For many parents, the last thing they want is to leave their children debts after they are gone. However, this is becoming more and more

How to Prepare for a Downturn

This is an unusual time for the market. Our clients have been happy about how well their accounts have been growing, even in conservative portfolios.

Target-Date Funds After Retirement?

If you worked for a large company and participated in their 401(k), 403(b) or 457 retirement plans, they may have put you in one of

So You’re Turning 70…

If you’re turning age 70 this year, you have a lot of company. You will be joining 2.5 million Baby Boomers, including Elton John, Glenn

Dissecting Turmp’s Tax Reform

On Wednesday September 27th, President Trump and Republican leaders in Congress unveiled a new tax plan that, if passed in its current form, could create

EQUIFAX BREACH

These days it’s harder than ever to protect our personal information.  I get phishing emails daily alerting me I am the lucky lotto winner in

HOW CAN I PROTECT MY FAMILY?

Lately we’ve noticed an increased interest in life insurance.  Client’s ask: When should I buy it?  Why do I need it? When is it too

Little-Known IRA Penalty Could Cost A Lot

A 2015 ruling by the Tax Court can affect your flexibility in moving from one Individual Retirement Account (IRA) to another, and it’s still catching

Penalties Retirees Can Avoid

For those of you who are contemplating retiring soon, you will be joining the approximately 10,000 Baby Boomers who are turning age 65 every day.

Aren’t Record Highs a Good Thing?

I hope you are enjoying the dog days of summer!  Global stock markets delivered robust gains in the second quarter of 2017 as stronger earnings

Leaving Debts After Death

For many parents, the last thing they want is to leave their children debts after they are gone. However, this is becoming more and more

How to Prepare for a Downturn

This is an unusual time for the market. Our clients have been happy about how well their accounts have been growing, even in conservative portfolios.

Target-Date Funds After Retirement?

If you worked for a large company and participated in their 401(k), 403(b) or 457 retirement plans, they may have put you in one of

So You’re Turning 70…

If you’re turning age 70 this year, you have a lot of company. You will be joining 2.5 million Baby Boomers, including Elton John, Glenn