Heading Back Toward Normal
Dear Clients and Friends: It’s now been over a year since COVID-19 first hit American shores. While the pandemic has affected everyone to varying degrees, we can all agree that Continue Reading →
Time to Tune Up Your Financial Plan
There are fundamental steps you can take to get on track with your financial plan. Planning for your financial future is a critical endeavor, yet one that many overlook or Continue Reading →
The Lifetime Gift Tax Exemption and Annual Gift Tax Exclusion
There are tax-free limits on what you can gift in a year and during your lifetime. While it may feel better to give than to receive, the former may carry Continue Reading →
Stay the Course
Dear Clients and Friends: “In the short-term, the market is a popularity contest. In the long-term, the market is a weighing machine.” -Warren Buffett 2021 is under way, as Continue Reading →
New Year, New Outlook
Dear Clients and Friends: As 2020 comes to a close, we are already looking forward to a new year—and to a world very different from the one we’re leaving behind. Continue Reading →
Looking Forward After the Election
Dear Clients and Friends: As you know, former Vice President Joe Biden has been elected the 46th President of the United States, defeating President Donald Trump in a tight race Continue Reading →
What to Know About Medicare Before You Retire
Take time to learn about this important program for covering your future health care costs. Medicare is essential for many older Americans, helping them cover the costs of many necessary Continue Reading →
Autumn Market Update
Dear Clients and Friends: Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as Continue Reading →
Working From Home Can Save You Money. What Should You Do With It?
There are challenges to remote work, but the ability to spend less on work-related expenses is one of the rewards. As the coronavirus pandemic disrupted office life, many workers found Continue Reading →
Tips for Managing Your Small Business Through Trying Times
An economic downturn can make the challenge of running a small business even harder. Here are some ideas to help you keep your doors open and your dream of small Continue Reading →