How Will the New Tax Law Affect You?
63% OF AFFLUENT AMERICANS SAY THEY ARE VERY OR SOMEWHAT LIKELY TO CHANGE THEIR PERSONAL FINANCIAL PLANS BASED ON THE NEW FEDERAL TAX LAW… …and … Read More
Understanding Tax Reform & It’s Impact on Current and Future Planning
A lot has been written and said about the current efforts in Congress to pass “tax reform”. We have and will continue to discuss the … Read More
Navigating Senior Housing Options: Home Care, Assisted Living & Nursing Homes
As you grow older, your housing options may change. Maybe you’ll get tired of doing yard work. You might want to retire in sunny Florida … Read More
Concentrated Stock Strategies to Protect Wealth
If one stock represents 20-30% or more of your portfolio, your wealth may be too concentrated and therefore subject to risk from the ups and … Read More
