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Tax Reform Highlights

Tax Reform Highlights

Here are some brief updates about the tax bill that was recently passed. Keep in mind that the industry is still working through the ramifications of the legislation; there will be much more in-depth information coming throughout the year. New Income
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Financial Resolution for 2018: Buy More Time!

Financial Resolution for 2018: Buy More Time!

When the New Year rolls around, many of us focus on making financial resolutions. These goals often include things like getting out of debt, saving more or negotiating a higher salary. These are all worthy endeavors and they all have something in com
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Fortune Article | Three Essential Needs For a Successful Retirement Plan

Fortune Article | Three Essential Needs For a Successful Retirement Plan

In May 1953, Sir Edmund Hillary and Tenzing Norgay became the first to successfully climb Mt. Everest. Well, did you know that they might not have been the first to climb the world’s tallest mountain and make it to the summit? Most of us have not h
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CNN Money | Don’t retire – transition to a new chapter in life

CNN Money | Don’t retire – transition to a new chapter in life

I recently met with a couple faced with a major life crisis. The husband was told by his doctor he had one year to live. That was ten months ago, and I have the task of helping him and his wife organize their finances in the time he has left. Like ma
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