Will You Be Prepared When the Market Cools Off?

  • July 31, 2017

We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors are delighted by what they have witnessed. Have they become…

One Couple, Two Different Retirements?

  • June 7, 2017

When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all, retirement planning is about the pursuit of a happy outcome – a fun and emotionally rewarding “second act”…

Watch Out for These 2017 Tax Scams

  • March 15, 2017

How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways. The I.R.S. will never call you to demand immediate payment of income…