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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...

The Holidays: An Opportunity for Family Meetings

Here we are in mid-October with Thanksgiving and the December Holiday season right around the corner. Time moves fast! But, these holidays offer us an opportunity as our families come together during the holiday season for family meetings! But, for planning purposes,...

The Skinny on Long Term Care

or  “Just the Facts, Ma’am” Joe Friday of Dragnet fame from the 1950’s has the misattributed catchphrase “Just the Facts, Ma’am” to his character on that long running show. So, let’s take this approach and consider the following key facts about Long...