FOURTH QUARTER 2015

Covered Bridge_v1

THE DOWNSIDE IN RETIREMENT

Retirement is to be a time for enjoyment of the fruits of our labor. Granted, it is the last chapter of our life, but it is the ideal time for your skills and interests to be given expanded […]

January 20, 2015

FOURTH QUARTER 2015

 financial incapacity_v1

PLANNING FOR LOSS OF LEGAL CAPACITY

Preparing for incapacity is never something we want to think about, and if we are not thinking about it, chances are we are not planning for it […]

January 20, 2015

FOURTH QUARTER 2015

bommers_change_course_v1

Can Boomers Change Course?

When my parents were 65, I considered them “old”. They were proud and happy to call themselves Senior Citizens. They believed that title carried a certain […]

January 20, 2015

FOURTH QUARTER 2015

IRA_2015-2016_V2

IRA Contribution Limits for 2015—2016

2015 Traditional & Roth IRA contribution deadline is 4/15/2016 […]

January 20, 2015