Clients often say to us, “You know so much about us, tell us more about you!" While you know we are passionate about helping people successfully manage their financial lives, we believe it is important for everyone to create an engaging and rich life both outside and inside the office. Read more.
Barbara Appleby
JD, MA, AIF®
Kristin Guibord
MBA, AIF®
When Planning for Retirement, Don't Forget to Prepare for Cognitive Impairment
When planning for retirement, an important factor that is often overlooked is the potential for declining cognitive skills associated with aging. The cost of care can absorb income and significantly deplete retirement savings. It can also deprive you of the ability to effectively manage your financial affairs. Read more.
The Trump Tax Proposal: What You Need to Know
This week, the White House unveiled its tax plan, proposing to cut taxes across the board, relieve millions of people from paying income taxes, and streamline filing—all while keeping the budget in balance (or at least not making the situation worse). But are the plan’s promises possible to fulfill, and does it stand a chance of passing? Read more.
Market Update for the Month Ending April 30, 2017
April was a volatile month for financial markets, but early declines turned to gains at the end. Read more.