For the thoughtful single person…

For the thoughtful single person…

Many of our clients are married. What I have to say today is still relevant, conceptually (and even in some of the details). So don’t skip on by. As I have talked about before, estate planning is something that many families continue to neglect. There is...
3 Things to Remember When Buying a House…

3 Things to Remember When Buying a House…

Sometimes real estate is more art than science. Because every homebuyer’s situation is nuanced from home to realtor to geographic location, there’s no cut-and-dried way to go about it, and that’s whether you’re investing, moving or selling. But...
Any example of why you should plan…

Any example of why you should plan…

It’s wild to think there are only four more months in 2019. As we get older, time sure does fly. And unfortunately, many folks get stuck in a rut from year to year. Specifically related to taxes — many do not review, or even think about their tax situation...
Before (or after) you say “I do”

Before (or after) you say “I do”

If you’ve been married, you know that there is a big difference between the wedding, and the real work of being married. One of the best pieces of advice I’ve seen for newlyweds is that they need to put just as much planning (if not far more) into the...