You can’t buy a crystal ball to predict your future. All you can do is be prepared and take good care of yourself. Doctors recommend an annual physical and the … Read More
Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers with … Read More
Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t … Read More
My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local college. They … Read More
What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start … Read More
Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way.
The most common investments have traditionally been stocks and bonds. Today, … Read More
You’ve been paying in to Social Security for decades and now you’re ready to start collecting benefits. Before you make the very important decision of when to start collecting your Social … Read More
In the 2000s housing boom, many people got into trouble using reverse mortgages because they couldn’t afford to own their homes, didn’t have the means to pay their property taxes … Read More
Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees and … Read More
With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help with the purchase of a home, it … Read More
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Why You Want to Avoid Probate - Expert Advice
Don't pay back til you leave your home
DON'T LEAVE YOUR KIDS WITH A MESS.
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