Blog 2018-10-24T13:20:54+00:00

Holy Moly! Wouldn’t that be SCHWEET?!

I’m going to stir the pot a bit this week.  You know my mantra: no one can predict the market, the price of a stock, a bond or an index.  But sometimes… there’s just that feeling right?  So recently, my husband sent me two articles that contradict each other and [...]

By | August 1st, 2018|Categories: Uncategorized|0 Comments

America is Running Out of Family Caregivers…..

America Is Running Out of Family Caregivers, Just When It Needs Them Most Smaller, more far-flung families mean fewer unpaid helpers. ‘Are you really my daughter?’ It's time to begin preparing for the inevitable - we all get older and more frail. Some of us plan to have wheelchair races, [...]

By | July 21st, 2018|Categories: Uncategorized|0 Comments

Can You Lose an IRA to Medicaid?

We Americans are living longer and more of us are eventually going to need long-term nursing home care.  The cost can be devastating to a family. Nursing home care now costs an average of over $85,000 per year, and much more than that in some parts of the country. Medicaid [...]

By | July 19th, 2018|Categories: Uncategorized|0 Comments

Market Volatility and Roller Coasters

Market Volatility can best be imagined as a roller coaster: up and down, sometime sideways, with precipitous drops and fast accelerations. A relatively recent 'wild ride' allows us an opportunity to examine our expectations and determine whether the fear is real or imagined, and how best to keep our perspective. [...]

By | June 28th, 2018|Categories: Uncategorized|0 Comments

Lessons on Value from Mob Lawyers

So... I'm laughing here... reading a short article from a tax attorney friend. He always picks the most interesting material to make his points to financial professionals.  I'm adding a bit of a twist to share with you today; sometimes it's good to be reminded of things............... There’s so much [...]

By | June 14th, 2018|Categories: Uncategorized|0 Comments

Kate Spade: Everything to Live for…. Except…..

The recent suicide of Kate Spade has been all over the news and social media. Many lamented and are puzzled:  she had "everything" to live for -- maybe. Depression is difficult for many to overcome. What could she have been comparing her life/success to? As the below article illustrates, and [...]

By | June 7th, 2018|Categories: Uncategorized|0 Comments

10 New Tax Breaks… and 10 That Went Away, Pt 2

We're continuing our list of tax changes from the 'Act', passed in December 2017. 10 That Went Away 1. Personal and dependency exemptions suspended. The Act suspended personal and dependency exemptions. However, the increased standard deduction, enhanced child tax credit, and overall tax rate changes may offset or minimize the impact [...]

By | April 24th, 2018|Categories: Uncategorized|0 Comments

Financial Year in Review

Last year was a great year for market returns. Do you know where those returns happened.... and were you able to capture them?   This presentation is a review of last year's market moves and what's 'normal' for an expanding marketplace, including some of the major changes taking place that [...]

By | January 31st, 2018|Categories: Uncategorized|0 Comments

Elf on the Shelf Phenomenon: 11 millions elves!

Chanda Bell got the idea 14 years ago to share a family tradition from her childhood that involved an elf sitting on a shelf. She never imagined it would erupt into a Christmas-time phenomenon that's been embraced by millions of families. Bell, her mother Carol Aebersold, and her twin sister [...]

By | November 24th, 2017|Categories: Uncategorized|0 Comments

What Women Worry about Financially

Women tend to face financial challenges that men often do not. What these hurdles are and how to deal with them are important questions that Lewis Walker, a financial planning and investment strategist at Capital Insight Group in Peachtree Corners, Ga., answers:   Fortune magazine, in its Oct. 1 issue, profiled “The 50 Most Powerful [...]

By | November 15th, 2017|Categories: Uncategorized|0 Comments