Author Archive

Empowered Patients – Keeping Health Care Costs Down

“Up, Up, and Away!” is an eight-issue Superman story arc where Superman has lost his super powers.  As a result, Clark Kent (alter ego of…

Business Finances and Personal Finances

Are you a business owner who makes their personal finances as important as your business finances?  No business owner is typical, but most spend considerable…

Long-Term Care Insurance: The Basics

  When you hear about long-term care insurance (LTC), you may wonder: what is it, do you need it, how much does it cost, and…

What is a Donor Advised Fund?

“What is a Donor Advised Fund?” – This is a question we often hear, so we thought it would be appropriate to share a brief…

The Family Vacation Home… Haven or Havoc?

  For many families, great memories have been made spending time together at a family vacation home.  Normally, this is a property that has been…

Summertime Check In!

It’s Summertime! What better time than now for a midyear financial checkup? The beaches are calling as well as vacations, so spending time with your…

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there will be rough seas. But…

Six Money Tips for the Young Professional

If you are just graduating or getting started in the workforce, here are six quick and easy tips on how to get started on the…

Taxes are done, now what?

For most, 2017 taxes are now complete. Did you end up owing the IRS or did you receive a large refund?  Now is a great…

What To Do With Concentrated Stock in Your Portfolio?

When stock markets rumble, many investors rely on the benefits of diversification to help reduce volatility in their portfolio.  But what about those investors who…