Planning for end-of-life care
Do you prefer to die at home? Take the survey by clicking this link below. Most folks are uncomfortable talking about their demise, but as a financial planner, I encourage my clients to include planning for the end-of-life right along with planning for a happy life! I am able to help assure that your wishes for the manner of your [...]
Quarter End Market Review March 31, 2017
Quarter End Market Review March 31, 2017 "March comes in like a lion," says the Old Farmers Almanac. As for the rest of the adage, something about exiting like a lamb, this year was an exception. Despite unprecedented drama coming out of Washington and with the new administration bungling its signature promise of repealing and replacing the Affordable Care Act [...]
How the House Republican’s replacement of the ACA compares
Now that Republicans have published their proposed changes to the Affordable Care Act (AKA "Obamacare"), we would like to share a summary of the changes in a format that seems pretty understandable. The cost of medical care is a key expense for most households and complete financial planning helps to integrate this expense in the projections and help you make [...]
Year End 2016 Presentation – Trusted Financial Advisors
What does the Trump election and Republican control of Congress mean for investing in 2017? An experienced money manager and financial advisor offers investment ideas. (Click the [/fusion_builder_column][ ] brackets far right on video to view full screen) [/fusion_builder_row][/fusion_builder_container]
Tax Alert – November 2016
The first big tax decrease in 16 years may be in the offing- how can you benefit? With the election of Donald Trump and with a Republican controlled Congress, American taxpayers can look forward to reduced income taxes, perhaps as early as next year. For most folks, your tax planning strategy should be income deferral, to lower your tax bill [...]
The Election and its Meaning for Investors
For investors, perhaps the tepid reaction of equity markets to the election of Donald Trump was of equal or greater surprise than the upset election itself. I had to talk just one client off an emotional ledge late election night, and as of today, his impulse to “Sell everything” (from which he backed away) proves the value of having a [...]