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 is a government program that [...]

By |2018-07-20T00:10:35+00:00July 19th, 2018|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. From February 1–5, the US [...]

By |2018-06-28T21:09:36+00:00June 28th, 2018|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 news coming out of Washington [...]

By |2018-06-14T19:30:09+00:00June 14th, 2018|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 relates to investing, many investors [...]

By |2018-06-07T16:02:53+00:00June 7th, 2018|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 of this suspension on many [...]

By |2018-04-24T19:36:33+00:00April 24th, 2018|Uncategorized|0 Comments

10 New Tax Breaks… and 10 That Went Away Pt 1

In December 2017, lawmakers passed the Tax Cuts and Jobs Act (the 'Act'), a sweeping reform law that impacts pretty much everyone. Since we just finished the crush to April 15th, I thought it would be a good idea to recap what this year will bring. Our follow-on email will address the 10 Breaks That [...]

By |2018-04-24T17:24:39+00:00April 24th, 2018|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 you may be unaware of. [...]

By |2018-01-31T21:48:10+00:00January 31st, 2018|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 Christa Pitts are the trio [...]

By |2017-11-24T17:24:42+00:00November 24th, 2017|Uncategorized|0 Comments