Planning for the Future

Gathering with friends and family over the holidays reminds us how very thankful we are for all that we have. And even though another holiday season has passed and we’re moving into a new year, it’s not too early to think about the next season of giving. Especially when we [...]

I was recently at a gathering of friends and the discussion turned to the new tax law. Several of them admitted they may not be able to deduct annual contributions to their favorite charities due to these recent changes. While I don’t know if this fact will alter their commitment [...]

When my father died my mother turned to me, as a financial professional, to answer her many questions. As most families of that generation did, my father handled the investment and income management. Without him, my mother needed assurances on many issues he handled. By far the most important question, [...]