Don’t Burn the Lasagna!

Learn how you can manage your investments to be prepared for inevitable economic changes, much like learning how to cook lasagna.

Watch Out For The Gift Of The MAGI

A couple of weeks back, Jack came to see me. Jack is married to Sandy, and they have three grown children. Jack is a pretty smart guy. He retired as the director of financial planning at a large aerospace manufacturing company, having earned and saved quite a bit.   After retiring, Jack was asked to […]