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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...

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,...