Happy Thanksgiving
GIVING THANKS IN 2008…for where we’ve been, where we are, and where we’re going. It’s only natural when your world is going through transformations, as we are right now, to have difficulty...
View Article2009 Stimulus Bill
In a week shortened by President’s Day, President Obama last Tuesday signed into law his historic first bill, the $787 billion American Recovery and Reinvestment Act of 2009. Despite this unprecedented...
View ArticlePlanner’s Perspective
Now, more than any other time in the last 70 years, people are reevaluating their investment and financial decisions. The concept of down-side risk has become a stark reality rather than just a...
View ArticleTaking the Time to Care
The first half of life consists of the capacity to enjoy without the chance; the last half consists of the chance without the capacity. ~Mark Twain Talking with a loved one about big issues like aging,...
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Maximizing Social Security Benefits
No matter what age you are you’ve probably considered the question, when should I begin taking my social security benefits? This question has become especially timely given the financial reformations...
View Article2010 Tax Planning
Riding off into the Sunset Some call the 2010 tax year the Sunset Year. With the Bush tax cuts of 2001 and 2003 set to expire at the end of the year and a new administration taking the reins of fiscal...
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