Blog Anniversary
Blog Anniversary December 1st will be a milestone in our office. We started our blog 7 years ago and we have…
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The Tax Cuts and Jobs Act: no change to treatment of retirement accounts
The Tax Cuts and Jobs Act: no change to treatment of retirement accounts On November 2, 2017, Republicans in the…
Veterans Day – remembering my father and thanking all those that have served
Veterans Day – remembering my father and thanking all those that have served My father has been deceased for over…
Helping Someone with Alzheimer’s Cope with a Spouse’s Death
Helping Someone with Alzheimer’s Cope with a Spouse’s Death Losing a loved one to death is a traumatic experience for…
The risks of holding assets as joint tenants in order to avoid probate
The risks of holding assets as joint tenants in order to avoid probate Owning assets jointly with one or more…
Near Retirement? Five Plans You Must Have in Place.
Near Retirement? Five Plans You Must Have in Place. I came across a short but important article in a recent…