Q2 2017 Market Review
The second quarter of 2017 was another good quarter for the markets. Equities added several percentage points pushing year-to-date gains into the double digits in several sections of the market. The [...]
Helping Your Aging Parents
The passage of time can catch you off-guard – years fly by and suddenly you realize that your parents might need help when it comes to managing their finances. Whether that time is imminent or [...]
Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips
This is the time of year when thoughts turn to helping others in need, whether with monetary donations, volunteer time, or charitable legacy planning. While you are making your charitable giving plans, consider these tips [...]
Your Biggest Financial Threat in Retirement Might Surprise You
As I talk with clients about retirement planning, I find their biggest concern is how much money they could lose in a stock market downturn. But an even bigger threat to the safety of a [...]
On Your Own, Financially
Whether the clients I work with are on their own by choice or by one of life’s unexpected turns, they all have something in common. They don’t want to end up as the proverbial bag-lady, [...]
Health Care Costs Got You Down? Here’s How to Save
I’ve noticed a trend in my practice - people not yet enrolled in Medicare are moving to high deductible health insurance plans to offset the ever-increasing costs of monthly insurance premiums. Whether people are self-employed, [...]