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A Senior Scam Review

ARE YOUR PARENTS ‘SITTING DUCKS’? Are your parents elderly? Do they enjoy attention? Do they answer their phone?  If the answers to these questions are Yes, it is worth your time to review the following phone scams with your parents: • Caller claims to be...

Umbrella Insurance Coverage

THE $11 MILLION DOLLAR MISTAKE: Do you have a personal liability or umbrella policy? If not, consider the following settlements reported by the Baron Insurance Group: • A babysitter left a 5-month-old infant unattended in a walker. The infant toppled the walker,...

Funding the Kids – A Retirement Mistake?

How do we get children to use their own resources to “truly fly on their own?” This is an important question, for those who want to keep their kids from “blowing up” their retirement, or for high net worth families who want to develop children that can lead...

Social Security Hack You Should Be Aware Of

Equifax Resurfacing –  Now, here is a story. This past year a CPA age 67 who decided to delay his Social Security benefit to age 70 received a letter congratulating him on initiating his Social Security benefits. When the CPA dug into the matter, he found out...

The World Keeps Turning: Part 4 of a Series

Or, some year-end musings on market performance and what we do… While we are a planning firm helping clients accomplish their goals; retirement, college planning for children and grandchildren, protecting our client’s net worth, developing a sound legacy plan...