Latest Articles

Retirement Checklist: Ten Things To Do Before Retirement

Jul 06, 2018

Retirement has always been off on the hazy horizon, but suddenly, it's coming into sharper focus. Su...

The One Surprising Thing You Can Do To Live Longer

Jun 27, 2018

We're constantly bombarded by news about things we should—and shouldn't—do for the sake of our h...

Sending Your Child to College? Do These Five Things First.

Jun 20, 2018

If your child has just graduated high school, you are probably savoring this last summer together be...

Don’t Procrastinate on Your Estate Plan!

Jun 08, 2018

There are things in life we need to do, but we often struggle to do them. It's not that we question ...

Seven Reasons to Hire Your Child to Work for Your Small Business

May 25, 2018

If you're a small business owner, you likely embody certain traits: self-motivation, creativity, per...

How Seniors Can Protect Their Driving Privileges

May 16, 2018

Google the title of this blog post, "How Seniors Can Protect Their Driving Privileges," and take a l...

What Will the New Tax Law Mean for Seniors

May 09, 2018

Only a few months after the passage of the Tax Cuts and Jobs Act (TCJA), many of our clients, partic...

Do You Need a Pet Trust?

Apr 25, 2018

Do you need a pet trust for your dog, cat, or other pet? At first blush, the idea of creating a trus...

Three Advantages of Health Savings Accounts You Might Not Know About

Apr 16, 2018

If you have a Health Savings Account, or HSA, you probably use it as most people do: to pay your out...

Do You Have to Update Your Estate Plan With the New Tax Law?

Apr 05, 2018

Any time there is a change to the federal tax code, as there was at the beginning of 2018, there is ...