(to educate, inform and amuse)
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New clients often don’t understand why we cannot take your money and start investing it. First, we need to know you and your goals and the purpose of your money. Financial Planning turns isolated money decisions into a cohesive strategy, aligning your budget, debt, taxes, insurance and your investments with your long-term goals. The difference […]
Read more...Recently we received questions about probate from two clients who remembered how cumbersome the estate process was after the death of their parents. Can it be avoided? What is Probate? Probate is the legal process of verifying the validity of a will in court. It involves appointing an executor, identifying and inventorying assets, paying off […]
Read more...We have had numerous discussions with clients lately about their homeowner’s insurance. Whether they are buying, renovating, downsizing or their policy is up for renewal, the questions are similar: Do I have enough or too much insurance; What coverage do I need; How can I save money on the premium; Does it cover me if […]
Read more...If you’ve been watching the markets lately and wondering whether your retirement income will hold up, you’re not alone. Bull and bear market predictions, steep market swings, stubborn inflation, and global uncertainty have many of our clients asking the same question: “Is my money still going to last?” The short answer is: with the right […]
Read more...Rather than making New Year’s resolutions, consider beginning the year with a New Year’s Review. It’s simple, can’t really fail and it might be fun: How can I make this year my best year ever? Goals Begin by identifying what you would like to accomplish or prioritize in the year ahead. These goals might relate […]
Read more...2025 was a year with many challenges and changes. As the year comes to a close, we want to reflect on some of the positive highlights of 2025 – the progress made both in the market and in our personal (financial) lives. Even with uncertainty about the economy and volatility in the markets, there are […]
Read more...In last month newsletter we spoke about the new Tax Law. This month’ we want to speak about what to do to make the most of current tax rules before major changes arrive in 2026. Below are key strategies to consider. Charitable Giving and Itemized Deductions With higher standard deductions it is hard to use […]
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