Family Meetings Can Help Pass On Family Assets

Passing on the family wealth from one generation to the next – whether involving a network of businesses and philanthropic organizations or simply the family home and prized heirlooms – … Continue Reading →

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The State of Your Estate

While many think that once documents are written they never have to do it again, as a Financial Advisor, I believe than an Annual Review should include: Does your will, … Continue Reading →

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Fourteens Ways to Give to Charities

Charitable contributions are an important part of your financial plan.  Here are 14 ways you can give to charities. Outright gifts of cash, securities, real estate and other assets Bequest … Continue Reading →

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Tax Implications of Health Care Law – Obamacare

After three years of being in effect the Health Care Law is gaining speed and beginning to make an impact on many aspects of our lives whether it is as … Continue Reading →

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The Defense of Marriage Act (DOMA) & Financial Planning

The Supreme Court stuck down many areas of the law related to same-sex marriages.  However, here in Arizona, we are still waiting for decisions about how this affects our clients … Continue Reading →

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Stock Marketing Roller Coaster

Quote from Mutual Funds, magazine, May issue 1996: An increase in interest rates by the Federal Reserve board today sent the stock market down, but then hopes that this would … Continue Reading →

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Work Until You Die?

Many people who are currently working are of the belief that they will never be able to retire. New studies show that this is in fact, not the case. Boston College’s … Continue Reading →

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Social Security – Focus on Retirement Benefits Today

Social Security: a topic that is sure to start a lively discussion, regardless of the age of the participants. While the particulars of Social Security – contribution rates, distribution dates, … Continue Reading →

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What Now – Market Volatility

The S&P downgrade of the U.S. credit rating, other than making everyone nervous,probably does not have much effect in the short run. U.S. Bonds are still being used by investors … Continue Reading →

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9 Things You Should Shred

Maintaining and securing your identity from potential thieves is becoming increasingly more important.  That extends to paperwork you may have around the house or stored in your garage or office. … Continue Reading →

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