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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.

 

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...

 

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...

 

Monday, April 6, 2020

3 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...

 

Friday, March 13, 2020

20200313_102047 from Karen Palomo on Vimeo.

 

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...

 

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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...

 

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...

 

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...

 

Monday, December 2, 2019

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...

 

Wednesday, November 20, 2019

A 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....

 

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,...