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Don’t Die Without a Will  There are numerous consequences for not having a will, including who becomes the administrator,  who inherits the assets and in what manner they ...

ESTATE PLANNING: Working Closely With Your Attorney And CPA. Supporting You In Your Meetings With Them. Estate planning is a complex and personal process. It requires careful consideration of ...

PENSION BUYOUTS: Easing the choice of taking a pension or a buyout If you’re considering retirement, you may face the difficult decision of whether to take a pension or a buyout. Both ...

SOCIAL SECURITY AND MEDICARE: Navigating complex Social Security & Medicare rules to maximize benefits. Social Security and Medicare are government-run programs vital to millions of ...

INVESTMENT MANAGEMENT: Selecting and Continuously Monitoring Investments To Improve Returns And Minimize Taxes When it comes to investing your hard-earned money, there are a plethora of options ...

RETIREMENT PLANNING: Be financially secure, both before and after retirement Retirement planning is one of the most important financial tasks you’ll face in your lifetime. Having a plan in place ...

FINANCIAL PLANNING: We Help You Today To Plan & Invest For Tomorrow Financial planning is vital to ensuring a secure financial future and a comfortable retirement. It is important to take ...

1.  Prices on many items will go up This is the very definition of inflation.  Inflation occurs when there is an imbalance between supply and demand – too much demand and insufficient supply. ...

Needless to say, today is an ugly day for the stock market, with the Dow Jones down about 2,000 points (8.0%) as I write this.  I’ve been through this before and am confident that it will turn ...

Problem:   A friend in our neighborhood, “Joe”, said that his dad passed away several months ago.  Joe is the executor and is now trying to fulfill his obligations of settling the estate.  His ...