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Planning Checklist for Those You Care About Most

This checklist was created to help you organize your affairs. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with the executor of your will as well as consulting with your legal, financial, and tax advisors. The time to get these...

Financial Planning for a Loved One with Special Needs

As a former in-home therapist of children with Autism Spectrum Disorder (ASD), I will always cherish the many heartwarming moments with the children, the challenges we worked together to overcome, and the families who welcomed me into their homes as though I always belonged.

Equity Portfolio Construction

Probably since before you made your first dollar, you were told about the importance of investing in the stock market – about the wonders of compounding returns over time that can transform a lifetime of savings into a car, a house, and a comfortable retirement.

Estimated Quarterly Tax Payment Obligations

When “Ross”, age 62, retired from his full-time job in August, he continued to work as a freelance consultant. During all the years he was employed, Ross typically received a bi-weekly paycheck, from which taxes, insurance premiums, and 401(k) contributions were automatically deducted.

How Much Did Things Cost in The 1930s? A Look Back at Inflation

It’s not unusual to get nostalgic, looking back at images or other relics of bygone days.

Preparing for the Turbulence

We have all been on flights where the pilot informs us that turbulence is ahead.

Belling the Cat

Sometimes even the best of ideas are only good in theory because they are impossible to implement in practice.

Spring Cleaning Household Records

During tax season and the inevitable search for financial records, some of us were frantically searching for that one piece of paper we just couldn’t find, and others had everything organized and ready to go.

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