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  • December 11, 2014

Medicare and medical expenses are among the most misunderstood parts of retirement and retirement spending. It’s no wonder that the leading cause of financial difficulties in retirement often is cited as medical expenses that aren’t covered by insurance or Medicare. Read More

Just when you thought the news couldn’t get much better for our stock market, along comes a powerful jobs report last week that seems to indicate that some of the corporate wealth accumulating over the past five years is now translating into more jobs for Americans.To be precise that is… Read More

  • ID
  • December 1, 2014

You need a complete, up-to-date estate plan now more than ever, regardless of the value of your estate. Because few estates will face a federal tax burden, we can focus on the real issues of estate planning. Failure to have a plan or to have a quality, updated plan likely will lead to dissipation of much of your lifetime’s wealth by forces other than federal taxes. Read More

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