Have You Prepared for the Unknown?

  Most of our clients are the financially savvy type. You keep up with current economic news, you research stocks before diving in, and you understand risk versus reward. High

Will Your Heirs Escape the Estate Tax?

In the past, those inheriting large estates often faced severe taxation. These situations often prompted wealthier individuals to pursue some complicated, creative estate planning maneuvers aimed at avoiding the bulk

Does the New Tax Plan Affect Your Deductions?

As you have probably heard by now, in December Congress finally passed a sweeping reform to our income tax system. While many of the bill’s effects remain to be fully

Honing Your Financial Skills in Retirement

As you approach your expected retirement date, you probably picture yourself enjoying a long, healthy retirement. You have many years ahead of you to enjoy the best of what life

How Your Income During Retirement Can Affect Social Security Benefits

For many of our clients, an earlier retirement is both appealing and possible. You’ve established a sizable portfolio for yourself, and your retirement income should be generous enough to provide

Consider These Risk Factors Before You Retire

The decision to retire can feel like a leap into the unknown, but it certainly doesn’t have to be that way. After years of careful planning and consultation with us,

Plan Your Charitable Contributions Carefully

At this time of year, we’re all feeling even more generous than usual. It feels great to help out a favorite charity or two, and we enjoy the added incentive

6 Ways to Protect Yourself from Con Artists

If you’re retiring comfortably, or still in the process of accumulating a sizable retirement fund, you face fewer risks than other retirees. Unfortunately, you’re also at greater risk of one

Take These Tax Planning Steps Before the End of the Year

Tax planning might be the last thing you want to think about at this time of year! But because many tax breaks are based on actions you took before December