The Benefits of Having a Will

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Posted on October 27th, 2017

A will is often the cornerstone of an estate plan. Below are five benefits of having a will in place. Distribute property as you wish […]

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Fall 2017 Newsletter

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Posted on October 5th, 2017

Tax Reform The long-awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the […]

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Tax Reform

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Posted on September 29th, 2017

The long awaited tax reform framework was introduced by the Trump Administration last week. It may be difficult to craft and pass, as the procedure […]

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How to receive your Social Security statements

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Posted on September 25th, 2017

Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these […]

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Company Stock and Your Portfolio

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Posted on September 25th, 2017

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much […]

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Managing Debt While Saving for Retirement

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Posted on September 25th, 2017

It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting […]

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Hurricane Harvey Relief Fund

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Posted on September 6th, 2017

A number of organizations are working to provide relief to those affected by Hurricane Harvey.  A charity we support, recommended to us by Dan Sharpe, […]

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September 2017 Monthly Recap

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Posted on September 6th, 2017

Hurricane Harvey Relief Fund A number of organizations are working to provide relief to those affected by Hurricane Harvey. A charity we support, recommended to […]

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How do economists measure inflation, and why does it matter to investors?

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Posted on August 29th, 2017

The Federal Open Market Committee (FOMC) adjusts interest rates to help keep inflation near a 2% target. The FOMC’s preferred measure of inflation is the […]

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Medicare and Your Employer Health Plan

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Posted on August 29th, 2017

If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer’s group health plan. When […]

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