Proposed Tax Reform Legislation
A lot has been written and said about the current efforts in Congress to pass “tax reform”. We have and will continue to discuss the proposals and their impact with our clients in planning meetings, etc. To date we...
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Housing Options for Older Individuals
As you grow older, your housing needs may change. Maybe you’ll get tired of doing yardwork. You might want to retire in sunny Florida or live close to your grandchildren in Illinois. Perhaps you’ll need to live in a...
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Concentrated Stock Positions: Strategies to Protect Wealth
If one stock represents 20-30% or more of your portfolio, your wealth may be too concentrated and therefore subject to risk from the ups and downs of that security. This can happen any number of ways: perhaps you inherited...
Read moreWhat You Need to Know When Changing Jobs
If you’re changing jobs in the near future, there are steps you can take now to make sure the transition goes smoothly for your personal finances and retirement planning. The financial component of changing jobs can be tricky, especially...
Read moreTending to Financial Matters After the Death of a Spouse
After Mary’s husband of 20 years died unexpectedly in an accident, she must now do more than cope with the grief of losing a loyal companion; she must assume the critical financial decisions that affect her, her family and...
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