Retirement Planning

What New Parents Need to Know About Estate Planning

What New Parents Need to Know About Estate Planning

When you are adjusting to life as a new parent, estate planning is unlikely to be at the top of your to-do list. You are probably preoccupied with matters such as car seats, pediatricians, and child care options, all while…

Planning for vacation? Don’t forget Estate Planning

Planning for vacation? Don’t forget Estate Planning

Ahhh … vacation. Most of us work hard all year and look forward to getting away for a few days to unwind. To make the most of this down time, we take steps to alleviate our worries while we’re gone:…

Do you want a quarter inch drill bit or a quarter inch hole?

Do you want a quarter inch drill bit or a quarter inch hole?

Let me paint a picture. You’ve managed to amass some money in a 401k, there might be a spattering of savings in a few different checking or savings accounts, a random mutual fund exists out there “somewhere” and you know…

Thank You, Senator Roth

Thank You, Senator Roth

Mirror, mirror on the wall, what’s the future tax rate for them all? No one quite knows how much their tax rate on retirement assets will be over a possible 30-year retirement. What we do know is the term “tax-free”…

A Focused Approach to Finding Senior Care

A Focused Approach to Finding Senior Care

Finding care for an older loved one can be a daunting task. Before beginning the search and selection process, you must know what you’re looking for. Nowadays we are in a season that represents the peak demand for all senior…