It has been so rewarding seeing friends realize their lifetime hopes. Some examples of this include educating their children, paying off their mortgages
As we view the recent downturn in the stock market, we think about how relieving it would be to receive a steady 4% rate of return every year rather than
As the saying goes, kids say the darndest things. Recently, my wife and I spent time with friends who also have children our kids’ ages. As we prepared to
Divorce is never a good situation. All emotions and stressors that are common during even a healthy marriage are amplified during times of separation.
Whether at a social event or in a client meeting, we regularly get questions about the best place to invest in the moment and the right places to consume
As you begin your professional life, you are deliberately focused on making it in your career, hitting all the checkpoints and standing ready to be
I recommend that a client or prospect see an attorney for creation of a new will or review of an existing will. I am often asked if “getting one from the
In 2015, we redeveloped our internet and social media presence. Some of our highlights include:
• A new website
• Re-designed social media pages
It’s that time of year when Americans look to the future by making New Year’s resolutions. The majority of these resolutions concern fitness or finance.
After nearly a decade, on December 16, the U.S. Federal Reserve (the Fed) raised the federal funds rate by 0.25 percent. This is not a large increase, but
As the holiday season approaches, many people begin to think about giving and helping others. We typically get questions as to how to most effectively and
As the holiday season approaches, many people begin to think about giving and helping others. We typically get questions as to how to most effectively and