15 Mar You’re the Executor. What’s Next?
Cheryl had just changed clothes after a long day commemorating her sister Lucy’s life. There was a funeral and a...
Archive
27 Apr Stay the Course: There’s a Cost to Timing the Market
In a volatile environment like the one we find ourselves in today, some investors want to take action just to...
15 Apr How COVID-19 and the CARES Act Impact Financial Planning
There are changes that are coming every day as we continue to deal with the effects of COVID-19 in our...
03 Apr On the Horizon: COVID-19 & the Market Impact
It is painfully clear that the coronavirus, Covid-19, is by far the most important issue impacting markets (and our world...
24 Mar Why Comprehensive Financial Planning Is Important, Now More Than Ever
From experience comes wisdom, from wisdom comes confidence, and from confidence comes a sense of peace....
09 Feb Tax Update: Retirement Planning
The federal government spending package that was signed into law on December 20, 2019....
08 Jan Health Savings Accounts May Provide Triple Tax Savings
A health savings account, commonly referred to as an HSA, is a tax-advantaged medical savings account. Tax deductible contributions are...
10 Jul Business Owners: Start Planning Now for the Sale of Your Business
Successful business owners are well aware of the importance of good time management. Daily schedules that run like clock-work are...
20 Nov Living a Long, Happy Life Takes Planning – A Look at Aging & Eldercare
While we all want to grow older, we don’t necessarily want everything that comes with aging. According to the U.S....