In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act with the goal of encouraging taxpayers to...Read More
As Boomers, helping our parents out in their elder years or remembering them wistfully, we start to realize that we are becoming the next oldest...Read More
At a neighborhood gathering this summer, as we watched the kids run around the streets getting sprayed by fire hydrants, our conversation slowly...Read More
Your retirement account(s) may be some of your largest assets so it is important to choose wisely. Upon death, your retirement account(s) likely...Read More
It’s not uncommon to want to leave a gift for your children and family members at your death. We find that clients who are in a position to share...Read More
There are many things we plan for as couples—like where we want to live, how many children we want to have, and when we want to retire. More often...Read More
When we first approach the topic of estate plans with clients, we know it can often be an uncomfortable discussion for many. We celebrate when...Read More
Recently at a family reunion, I overheard my niece Brittany explaining to my daughters that she often says, “Thank you Past Brittany!” That got my...Read More
My sister in law is an Emergency Room nurse. Our conversations can be odd in that when I talk finance, she wants to cover her ears. When she talks...Read More
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