Serving As Personal Representative? Make Sure You Know The Role

Growing up, my grandmother always taught me to not discuss money, politics or religion in any polite or casual conversation. These days that can be challenging. Having been in private practice for all of these years, I have noticed there’s another topic people avoid talking about even more strongly: death. It’s inevitable, but we all […]

Here’s To Your Financial Fitness In 2016

The most popular New Year’s resolution last year was, no surprise, to get in shape, physically. It was also, no surprise, the most commonly broken resolution.   Resolutions are rarely successful. Why? Because positive change is made by habit, not by resolution. And habits must be acted upon at the beginning, middle and end of […]

The New Staple In Your Retirement Plan

“The single best gift Congress has ever presented the American taxpayer.” “Anyone eligible to start one, should do so now!” “There is nothing more to analyze, it works.” —“The Retirement Savings Time Bomb,” by IRA expert Ed Slott   I bet you are all wondering what “it” is that has earned all of that praise […]