February 14, 2017

Death never comes at a convenient time. It may or may not offer time to prepare for the passage. Ready or not, however, when the time comes the business of death follows very soon thereafter.

Having helped many families through this difficult time, we have come to understand that thoughtful preparedness helps the dying to let go with less anxiety and gives the surviving family some peace of mind and the emotional space in which to grieve. Wit...

December 6, 2016

Just to review - what is a Roth IRA? A Roth IRA is funded with "after tax" dollars, grows free of all income and capital gains taxes, and produces no income tax upon withdrawal. Sounds pretty good, doesn't it? Most retirees, however, do not have much if any amount in a Roth IRA. So, while it sounds great, most will say it cannot apply to them. Not so!!

How can you get money into a tax free Roth IRA account? That's easy - you choose to pay som...

October 12, 2016

  THE ELECTION – Uncertainty, unease, volatility, fear, - let’s just get it out there.

            It’s hard to talk about market fundamentals when the intense emotions, mostly negative, are pushing rational thought and analysis way, way back in our minds and in most conversations. Despite many indications that modest market growth will continue into 2017, Gross Domestic Product (GDP) will continue to grow between 1.5% and 2%, and interest ra...

September 1, 2016

When a spouse dies most widows go through a predictable, but no less devastating, series of emotions. Kathleen Rehl, acknowledged as an expert on this subject, tells us that there are perhaps three stages of this passage: Overwhelming grief, a Personal Growth stage and finally a settling in to what s

he calls a Transformation into the newly emerged version of “You.”

Family and friends want to be helpful, but this help can often feel like a smo...

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