With the seemingly relentless barrage of news that the economy is in a tailspin and the next 2008 is around …
Knowing When To Gift
2 things keep the IRS’ hands out of most people’s financial pockets: the annual gift tax exclusion and the lifetime …
Fear and Greed
There is an old saying on Wall Street that the market is driven by just two emotions: fear and greed. …
Speaking With Adult Children about Inheritance
It’s my goal to not only educate my clients but also their children. Today I am going to discuss a …
What is the Opportunity Cost of Achieving a Goal?
Have you ever thought about what the intent is of your current investments? Don’t worry most haven’t, no one knows …
Can Social Security Be Fixed
Will Social Security be different when you retire? Its reserves are projected to be depleted by 2034, and if that …
Know Before You Go
When do you want to retire? I have the task of often answering this question as a Certifed Financial Planner. …
Why a Comprehensive Wealth Manager Matters
Stop me if this has happened to you. You’re talking with your financial advisor and you have questions about how …
The Plan is to Live into Retirement
When do you want to retire? Yesterday? Is your money going to last? It’s simple. Just tell me when you …
Why Tax Planning Matters
Almost every financial decision you make has an effect on your taxes and, ultimately, your bottom line. Kevin reviews some …