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Significant Changes to Social Security Are Here
The Bi-Partisan Budget Act of 2015 was passed into law on 11/2/15. It effectively phased out two Social Security filing strategies: “Restricted...
5 Financial Mistakes to Avoid in Divorce
It’s said that divorce is often the largest financial transaction a person will experience in their lifetime. The monetary impact can be enormous...
IRS Tinkers With IRAs
While almost everyone has an IRA, very few investors are aware of the complex and ever-changing rules which govern them. Every year, there...
Market Update – Spring 2014
Five years after the worst financial crisis since the Great Depression, we feel fortunate to be where we are. The past few years reinforced the...
Market Update – Fall 2013
The quarter ended with a surprising twist. After signaling at its June meeting it might begin tapering its monthly bond-buying program if economic...
The Bigger Baby Boom
We're all familiar with the basic story line of the Baby Boom, when post-World War II birth rates doubled during the span between 1946 and 1964. All...
Market Update – Summer 2013
After a period of relative calm, volatility returned to all financial markets in May and June. Core bonds lost -3.3% from May 1 through June 30—one...