Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule
I’m reminded every morning how many “sleeps” are left before Santa comes. My boys (2/3) are very very excited to say the least! But I’m still in work mode and
Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial planning picture. Many households have
Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver
Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary designations on their financial accounts. This
I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off course 97% of the time. Air traffic
My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting to eat us out of house and home, but we
For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult
