Newsletter Library



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Long-Term Care Insurance is Like a Cell Phone

January 2020

In the early 1980s Motorola sold the first widely available cell phone, the Dynatac.

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Medicare Tips & Estate Planning

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.

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The CARES Act 2020

April 2020

Stimulus checks, business assistance and unemployment benefits have captured most of the news. The Act also contains several temporary retirement plan-related items.

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Pay Attention to WHEN the Market performs

July 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?

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Mortgages: Re-financing in retirement

July 2020

Average 30-year fixed mortgage rates are at their lowest point since 1971. But rates are not the only factor to consider when evaluating a re-finance.

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Model Portfolios, Socially Responsible Investing, & ABLE Accounts

April 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...

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