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.
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?
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...