What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Thursday, March 18, 2021
One year into the global pandemic, President Biden has signed into action a new $1.9 trillion stimulus package known as the American Rescue Plan Act. It’s designed to help the American people continue to recover from the...
Read More
Monday, February 1, 2021
Help Your Family Plan Your Care Avoid misunderstandings by planning now for the day you can no longer care for yourself. Becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can...
Read More
Wednesday, January 6, 2021
January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...
Read More
Monday, December 7, 2020
There may not be an easy way to protect your digital identity but there are steps you can take to thwart criminals. Freezing your credit, updating software on your devices, staying knowledgeable about the latest scams, making sure...
Read More
Tuesday, December 1, 2020
Preventing Identity Theft Limiting exposure of your personal information is the best way to protect yourself from fraud. The Federal Trade Commission estimates that as many as nine million Americans have their identities stolen each...
Read More
Tuesday, November 10, 2020
During our working years, many of us have access to an employer-sponsored health insurance plan either through our own job or our spouse’s job. But when it comes to retirement, we typically rely on Medicare and Medicare...
Read More
Sunday, November 1, 2020
If you’re like me, getting older has brought with it the quicker passage of time and a handful of new aches and pains. But what hurts more than the occasional morning stiffness is witnessing cherished friends or family members...
Read More
Tuesday, October 20, 2020
The upcoming election is prompting some people to reconsider their investment strategy.In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential...
Read More
Tuesday, October 13, 2020
It’s a startling statistic.45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1Second-guessing your investment strategy is natural,...
Read More
Thursday, October 1, 2020
Four Basic Estate Planning Documents Estate planning is less overwhelming if you break it into four areas of focus. Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate...
Read More
Thursday, September 10, 2020
The U.S. stock market has suddenly been hit by a new bout of volatility, reminding uneasy investors of the sharp downturn last February and March. We are nowhere near that level of decline at this point, but the fact that it happened...
Read More
Tuesday, September 1, 2020
Life Happens; Be Prepared September is Life Insurance Awareness Month, a campaign coordinated by the nonprofit Life HappensSM in response to growing concern about the number of Americans who lack adequate life insurance protection....
Read More
Thursday, August 27, 2020
New Shopping Habits The pandemic has changed our shopping habits, but how? A recent study by the consulting firm McKinsey & Co. shows some obvious—and not-so-obvious—changes in consumer behavior due to the Covid-19 economy....
Read More
Monday, August 17, 2020
Parental Attention See if you can relate to this. A recent study published in the Journal of Marriage and Family looked at childrearing trends in 11 developed nations, and found that, back in 1965, the average mother spent just 54...
Read More
Saturday, August 1, 2020
College costs can be more than a little painful, but with the proper financial planning, you could be whistling your child’s college fight song all the way to the bank. Although federal and state financial aid for college...
Read More
Wednesday, July 1, 2020
On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act into law to help combat unemployment and guarantee income for retirees. Roosevelt acknowledged the limitations of the act, stating, "We can never insure...
Read More
Tuesday, June 16, 2020
Talking to Parents about Letters of Instruction How to talk to your parents about their estate plans without looking like a vulture. Few conversations can be harder to have with your parents than asking about the plans they’ve...
Read More
Monday, June 1, 2020
Helping Your Parents Through Their Retirement In 1900, life expectancy at birth in the U.S. was 47 years. Now that number is closer to 79, and many of today’s children could live to see 100. But with an increase in longevity...
Read More
Wednesday, May 6, 2020
Financial planning constantly asks the hard questions about life and death. Not just the “if” questions but also the “when” questions. Although it is often hard to think about the inevitable, the possible and...
Read More
Saturday, April 25, 2020
Coronavirus Legislation and Your Retirement Funds While it may be unpleasant to think about your 401(k) or IRA right now, you should know about changes COVID-19-related legislation has made to rules regarding tax-advantaged retirement...
Read More3 Major Retirement Hazards to Avoid Retirement can mean the beginning of a new life. Here are a few common dangers to avoid. Retirement planning is a tricky process, one that requires careful planning and patience. But even if you have...
Read More
Friday, March 13, 2020
20200313_102047 from Karen Palomo on Vimeo.
Read More
Monday, March 2, 2020
Control Your Legacy with a Private Foundation Private foundations can let you control your gifts, reduce taxes and impart your values to future generations. Call it the golf and gala glut: the growing list of charitable parties, balls...
Read More
Friday, February 14, 2020
Protect Your Loved Ones from Financial Elder Abuse A study by MetLife Mature Market Institute, the National Committee for the Prevention of Elder Abuse and Virginia Tech estimates the annual loss by victims of financial elder abuse is...
Read More
Wednesday, February 5, 2020
Help Your Family Plan Your Care Avoid misunderstandings by planning now for the day you can no longer care for yourself. Becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can...
Read More
Thursday, January 2, 2020
With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend...
Read More
Free Credit Reports: Have you requested yours? Thanks to the federal Fair Credit Reporting Act (FCRA), all Americans have access to a free copy of their credit report. It requires the consumer reporting companies to provide a free copy...
Read MoreA Lasting Legacy Why planning for long-term care is so necessary in today’s world. James and Irene Norris have been married for 65 years, raised two sons, and owned and operated a small business together for more than 50 years....
Read More
Monday, October 28, 2019
Four Basic Estate Planning Documents Estate planning is less overwhelming if you break it into four areas of focus. Being prepared for major life and death decisions requires thoughtful, thorough planning. When it comes to your estate,...
Read More