Greetings! I trust that this will find you well and enjoying life. A client recently asked about stock dividends as a source of retirement income. So, the question is, are stock dividends reliable as a source of income? Dividends can be an important source of income. However, there are several factors…Continue Reading Are Stock Dividends a Reliable Source of Income?
Greetings! I trust that you are well and enjoying life. Have you checked your retirement plan lately? It’s generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur. If you haven’t given your plan a thorough review within the…Continue Reading Have You Checked Your Retirement Plan Lately?
As usual, there is no shortage of talking points, some of which don’t change from one year to the next. A few are continuations from 2023, while every new year offers endless chances for surprises. December of each year is filled with specific projections from a variety of firms; the…Continue Reading What Do We Have to Look Forward to in 2024?
Greetings. I trust that this will find you well and in good spirits! Christmas, what a wonderful time of the year! Family is so important to Christmas. I hope you have an opportunity to experience your loved ones at this time of the year and become renewed through it. Giving is…Continue Reading Merry Christmas
Greetings! I trust that this will find you well and in good spirits. I can’t emphasize strongly enough the importance of you keeping up with current financial affairs to a certain degree. Over time by staying in tune with the ebb and flow of the economy and the markets, you will…Continue Reading A Tip in Controlling Your Destiny
Greetings I trust that this will find you well and enjoying life. Tax planning in retirement is as important as portfolio or income planning. Tax planning should be done year-round, but we want to pay particular attention as we approach year end to make sure we don’t miss an opportunity. Here…Continue Reading Have You Thought of This to Reduce Your Tax Liabilty as Year End Approaches?
Greetings! I trust that this will find you well and enjoying life. My favorite time of the year, duck season and oh yes of course the holidays! But seriously folks it’s the holidays, the best time of the year for a lot of reasons. Thanksgiving as a prominent nationally celebrated holiday second…Continue Reading Happy Thanksgiving
Greetings! I trust that this will find you well and enjoying life. You’ve seen the footage on the news. You’ve been in the middle of it. You’ve stood in the vexing lines. You’ve circled for the elusive parking spots. Holiday shopping can be downright frenzied – and impulsive. You don’t…Continue Reading Keeping Holiday Spending Under Control
Greetings! I trust that you’re well and enjoying life. If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the…Continue Reading Wills: The Cornerstone of Your Estate Plan
Greetings! I trust that you are well and enjoying life. Human nature often avoids planning for the unexpected, especially complications that involve our health and life span. However, life always works best with advanced planning. Continuing our theme on issues involving estate planning, today’s topic is about planning for incapacity. Incapacity means…Continue Reading This is Serious Stuff