Blog

Blog Posts

  • Increase Your Social Security Income

    June 3, 2010
    The recent volatility in the market has caused a few clients to ask if there is anything we can do to make sure their income is not threatened.  They probably are thinking about their investments, but when my answer is to look towards Social Security they tend to be surprised.  ...
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  • Dog Bites

    June 3, 2010
    For all of us who own or owned a dog, the following quote from Roger Caras rings true: “Dogs are not our whole life, but they make our lives whole.” That sentiment is why dog ownership is at an all-time high in the United States.  Unfortunately, along with this significant growth in ...
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  • Estate Tax Trouble in 2010

    May 4, 2010
    While the absence of an estate tax in 2010 may sound like an ideal situation for many investors and their heirs, an in-depth analysis illustrates that previous estate tax rules may have been more beneficial for most individuals.  According to a report prepared by the Democratic staff of the House ...
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  • Health Care Reform Provisions Affecting Older Adults

    May 4, 2010
    On Tuesday, March 23, 2010 President Barack Obama signed into law the Patient Protection and Affordable Care Act (H.R. 3590) This comprehensive health care reform bill is packed full of new legislation that and has left many Americans asking “How will this affect me”? One area that we have been asked ...
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  • Good Financial Plans Need Slush Funds

    May 4, 2010
    Slush funds may historically have a negative connotation due to corrupt politicians, but I prefer to think of my grandmother.  I remember spending several weeks each summer at grandma’s house near Alexandria; she would take us toy shopping at the beginning of the week so that we would have something ...
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  • Retirement Is About Living Longer

    April 7, 2010
    I am always struck by the number of people (my friends included) who talk about retirement as some “end of life” event that they are just waiting for.  People with longevity will tell you they think very different than that, assuming that life is to be lived today – all ...
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  • Take Control of College Costs

    April 7, 2010
    There was a time when numbers like $140,000 or even $60,000 were used by young adults in reference to purchasing their first home.  Today this type of investment will barely even cover the cost of a four year college education.  According to the College Board, the average annual comprehensive cost ...
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