Happy Families Share Traditions and Stories

In the last year and a half, as I have spent more time with family members due to illnesses, I realized there were so many stories I had never heard. It prompted me to start asking more questions when we were together, like what are some of your favorite childhood memories and what traditions did [...]

By |2019-10-24T14:07:46+00:00October 23rd, 2019|Blog|0 Comments

Important Tips for Choosing Company Benefits

It is that time of year when you get to reassess what to select for your company benefits. Here are some things to consider as you make your elections: HSA (Health Savings Account) If you participate in a high deductible health plan, you have the ability to contribute to an HSA. Families can contribute a [...]

By |2019-10-23T17:42:38+00:00October 23rd, 2019|Blog, Resources|0 Comments

When Good Parenting is Following Your Own Ambitions

Two years ago this week I started my own firm and became a business owner. I always had an entrepreneur’s mindset and had wanted to be a business owner. I was working for a great firm and had learned a lot there, but I had my own ideas of how I wanted to do things [...]

By |2019-07-15T20:39:39+00:00April 12th, 2019|Blog, Resources|0 Comments

Could a Roth IRA Conversion Increase Your Wealth?

The reduction in marginal tax brackets that came from the Tax Cuts and Jobs Act passed in 2017 has made it even more advantageous to utilize a Roth IRA conversion. You can convert pre-tax retirement assets at today’s lower marginal rates and never pay income tax again on that money. It can play a significant [...]

By |2019-04-01T16:51:18+00:00April 1st, 2019|Blog|0 Comments

Why You Should Check in with Your Medicare Plan Every Year

The Medicare Annual Enrollment Period (AEP) for 2019 begins October 15 and runs until December 7. Anyone who is on Medicare, even if you are happy with your current plan, should take that opportunity to review your plan and make sure it’s still serving you in the best way possible. When AEP comes around this [...]

By |2018-10-15T15:20:44+00:00October 15th, 2018|Blog|0 Comments