Quarterly Newsletter

Quarterly Newsletter – First Quarter 2016

Posted by on Jan 27, 2016 in Quarterly Newsletter

New federal legislation signed on November 2, 2015 – the Bipartisan Budget Act – effectively ends two popular Social Security planning techniques: the “file-and-suspend” strategy and the “restricted application” strategy. However, some retirees still may benefit from one or both of these for a limited time. First Quarter 2016 Newsletter

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Quarterly Newsletter – 4th Quarter 2015

Posted by on Oct 28, 2015 in Quarterly Newsletter

Keep plugging away with your retirement plans. The stock market plunge on August 24, 2015 – the 8th worst day in U.S. stock market trading history – gave investors plenty of cause for concern. But there’s no reason to abandon your long-term investment plans after a temporary setback. 4th Quarter 2015 Newsletter

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Quarterly Newsletter – Third Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized

Saving money to pay for college is a daunting proposition even if you’re reasonably well off financially. With tuition increases continuing to outpace the overall inflation rate year after year, parents may be hard pressed to come up with all of the funds needed to finance a child’s higher education. 3rd Quarter 2015 Newsletter

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Quarterly Newsletter – Second Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized

A revocable living trust can be a valuable tool in your estate-planning kit, but it is not without its potential drawbacks. 2nd Quarter 2015 Newsletter

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Quarterly Newsletter – First Quarter 2015

Posted by on Oct 20, 2015 in Quarterly Newsletter, Uncategorized

If you have one or more children in college, or your offspring will be heading to college or university soon, you already know about the ever-rising cost of higher education. 1st Quarter 2015 Newsletter

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Quarterly Newsletter – Fourth Quarter 2014

Posted by on Oct 17, 2014 in Quarterly Newsletter

It Certainly Was Five Years for the History Books! Time passes fast, and you might not have noticed the extraordinary financial history we all witnessed in the past five years.  The second quarter of 2014 marked the sixth year – and the sixth quarter – in a row in which stock climbed higher.  It was a bull-market run sure to be talked about for at least a few generations to come. Read more…

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