To those of you that live in a four-season area, congratulations! We have once again made it thru winter and once again find ourselves (almost) immersed in the glorious days of summer. I fully appreciate that any free summer days are mostly spent taking road trips, working on yards & gardens, relaxing by the pool, […]

Santa isn’t the only one who should be reviewing a list this time of year! I’ve been working thru a year-end financial checklist for myself and my clients the past several weeks and thought it may be helpful to share some of the key items. (Note: as always, be sure to consult your advisors to […]

Less than one month to go in 2018! Time to prepare for year-end and make sure you have all of your financial matters in order before the calendar turns to a new year. We’ve put together this checklist to help you in this process but as always, consult with your advisors as requirements and to-do’s […]