News You Can Use

March 11, 2019

Blindsided by your 2018 taxes? How to prepare now for your 2019 return

Some taxpayers are feeling a little battle-weary after filing their 2018 returns. People are shellshocked. Either they got less of a refund than... Read More
March 5, 2019

Elder Fraud on the Rise

WASHINGTON—Financial institutions are reporting an increasing number of suspicious activities involving financial abuse targeting older adults, according to a new government... Read More
February 25, 2019

This Is What Google’s First ‘Smart City’ Will Look Like

Inside Alphabet, Google’s parent company, is a group called Sidewalk Labs, an initiative inside the company that “imagines, designs, tests, and builds urban innovations to help cities meet... Read More
February 20, 2019

This Is the One Big Tax Change Every Senior Should Know About in 2019

Tax season is underway. And, since this year represents the first time most Americans are filing since Congress overhauled the tax code in late 2017, there’s a lot... Read More
February 12, 2019

How To Use Tax Time To Be More Proactive With Your Planning

Are you ready for tax time? With the April 15 tax filing deadline looming, the first tax season under the new tax law has introduced some changes that may affect ... Read More
February 4, 2019

Tax season opened this week. Pack your patience.

If tax season weren't already frustrating, the partial government shutdown may cause some hair-pulling issues for taxpayers trying to file their ... Read More
January 28, 2019

Scary But Necessary: How To Make Medical Decisions When You’re Out Of It

At the core of financial planning is protecting yourself. Let’s say you are too old or infirm to decide on life-saving surgery options. How do you prepare for ... Read More
January 22, 2019

How Retirement Savers Can Protect Against the Risk of a Changing Tax Code

As any financial adviser will tell you, retirement savers face a dizzying array of uncertainty. Future interest rates are .... Read More
January 15, 2019

The High Cost of Financial Panics

On January 12, 1819 Thomas Jefferson wrote to his friend Nathaniel Macon, "I have…entire confidence in the late and present Presidents…I slumber without fear." He did concede, though, that market fluctuations can trip up even ... Read More
January 8, 2019

Why Market Timing Doesn’t Work

I’ve begun reviewing what happens in market downturns in client meetings. While market expansions don’t have an expiration date, as investors, we do get lulled into a false sense of security which can make sticking with ... Read More
December 31, 2018

10 simple questions about the stock market plunge, simply answered

The stock market's gyrations have dominated headlines for a solid two weeks now, but things can't be as bad as they sound. Or can they? We looked at the numbers to put this crazy ...Read More
December 24, 2018

For investors, an ugly three months after 10 very good years

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December 18, 2018

Let’s See How Ready for Retirement You Really Are

I'm planning to retire in 2019, but the turmoil in the markets has me worried. Any thoughts about retiring in a bear market? Is it better to wait for ... Read More
December 11, 2018

Are You Ready for the Financial Crisis of 2019?

For moneyed investors, most of the past year has felt like 1929 all over again — the fun, bathtub-gin-quaffing, rich-white-people-doing-the-Charleston early part of 1929, not the grim couple of months after ... Read More
December 4, 2018

Valuable Estate Lessons From The Passing Of George And Barbara Bush

George H.W. Bush led an extraordinary, well-lived life during an exciting time in American history. In any discussion of his life and accomplishments, his late wife Barbara quickly comes to ... Read More
November 27, 2018

Smart Financial Strategies Between Retirement and Turning 70

When it comes to retirement planning, perhaps the most crucial--but often overlooked--period is between the time of retirement and age 70. This is when there are ... Read More
November 20, 2018

The Power of Giving-Thanks: Why Gratitude Is Not Just For Good Times, But For All Times

You’ve heard it a thousand times. Be grateful. Count your blessings. Focus on the good. Yet let’s face it, living from gratitude, particularly when the airwaves bombard us with all the ‘not-so-good’, is easier ... Read More
November 13, 2018

Retirement Planning Doesn’t Stop When You Retire

Retirement can mean uncertainty if you haven’t taken steps to plan for it appropriately. In a June 2018 Bankrate survey, 61% of Americans admitted that they still don’t know how much they’ll need ... Read More
November 6, 2018

What a Democratic House Would Mean for Your Taxes

Last year, without a single Democratic vote, Congress reshaped the tax code, lowering individual tax rates, dropping the corporate tax rate to 21% from 35%, doubling the estate tax exemption, curtailing ... Read More
October 30, 2018

The Stock Market Is Sliding Again. Here’s What You Should Do Now

Recent market turbulence, including today’s sharp stock market drop, has been a wakeup call for many investors. Feeling queasy? It isn’t too late to make portfolio changes: The S&P 500 may be down 10% from its all-time high in September, but it’s still ... Read More