Financial & Retirement Planning

Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.                      Sam Ewing,...

19 May, 2018

The Tax Cut & Jobs Act was signed into law on December 22, 2017, setting the stage for new tax codes and rules...

26 March, 2018

Deciding when to take Social Security benefits is one of the most important decisions you will make for retirement. You may either base...

20 February, 2018

Almost everyone is familiar with the standard estate planning documents: wills, trusts, medical and financial powers of attorney, living wills, etc. Certainly these legal...

20 November, 2017

The cost of living in the US varies, depending largely on where you live.  A new study from the non-profit Tax Foundation (https://taxfoundation.org/real-value-100-state-2017/)...

21 September, 2017

The word “retirement” conjures up both good and bad images for each of us, largely depending on our expectations for the second half...

24 August, 2017

How long might you live in retirement? Think carefully. Your answer could influence whether you have enough money to enjoy a comfortable retirement and...

21 March, 2017

Would you feel comfortable eating at a restaurant where the owner sends her family elsewhere for a healthy, well cooked meal? Probably not....

22 September, 2016
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