“Nothing is certain except for death and taxes” is a quote sometimes attributed to Benjamin Franklin, among others.  Fall is the perfect time to start…

Do you regularly make charitable donations?  Do you have an investment account with appreciated holdings that are outside of your retirement accounts?  If so, we…

“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…

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…

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

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

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…

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…

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…