Keep Calm and Sit Tight
Friday, March 13, 2020
20200313_102047 from Karen Palomo on Vimeo.
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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.
Friday, March 13, 2020
Gifting to Reduce Your Taxable Estate
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 MoreProtect Your Loved Ones
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 MoreHelp your Family Plan Your Care
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...
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5 Tips for Keeping Financial Resolutions
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...
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Identity Theft Prevention & Awareness Month
Monday, December 2, 2019Free 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 MoreNovember is Long Term Care Month
Wednesday, November 20, 2019A 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 MoreFour Basic Estate Planning Documents
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,...
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