Medicare Tips and Estate Planning — 4th Quarter Newsletter
October 2019
If you are within three months of age 65, apply for Medicare through the Social Security website. What about costs? Additional insurance? How to choose?
Even 18-year-olds need some estate planning.
3rd Quarter Newsletter
August 20, 2019
When thinking of the performance of our portfolios, most of us think of how they are performing. Did they go up? By how much?
2nd Quarter Newsletter
April 25, 2019
As we often tell our clients, we take the view that investments are just one part of a household’s financial plan and seldom the most critical or determinative for plan success. Naturally, the annual returns of our investments are important to all of us...