What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a great recipe or some other surprise. So keep checking in. We’re glad to have you reading along.
Monday, February 17, 2020
The government made some changes to the way retirement plans are handled going forward. Somethings to know: 1. You may be able to delay taking RMDs until age 72. 2. There will be no more stretch IRAs. 3. Even if you are over 70.5 years...
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Tuesday, January 14, 2020
Congratulations to Lori Arnold, the winner of our Olive Garden gift card, at Vernon colleges spring semester commencement. We hope you enjoy a great meal.
Read MoreU.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors.1 As a result, he reportedly cost his estate tens...
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Saturday, November 16, 2019
My Family loves Macaroni and Cheese. I am talking the nasty Kraft powdered orange cheese facsimile. They will eat that stuff by the case from Sam's club. You can guess my opinion on that kind of Mac and Cheese and I have been working...
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Friday, November 15, 2019
Sending my son off to college has been on my mind lately. I have a 16 year old son and like most parents of 16 year old boys, I am trying to get him to think farther ahead than his next video game. As his parent, I realize that these...
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Friday, November 1, 2019
Before we start making new years resolutions. It can be a good idea to check and see where we stand on certain issues. If you haven't reviewed your life insurance this year, let's spend a minute and go over it together and see if we...
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Sunday, October 27, 2019
Nothing about financial information here. It’s just that time of year again and I have a real affection for peanut brittle. Here is the recipe I use. 2 c. Sugar 0.5 c. Water 1 tbsp butter 1 c. Corn syrup 2.5 c. Raw peanuts 1 tsp...
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Wednesday, June 26, 2019
Probably the second most asked about question with our clients is "What can we do about long term care" QOL Brochure
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Wednesday, June 19, 2019
I thought this was interesting. The Falls Town Flyers team is having a superhero's night meaning all military, first responders and healthcare workers get in free on June 29
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Monday, June 17, 2019
Today as I was reviewing our monthly video that was about to be sent out. I thought you know it has been a while since I did that myself...... What was it you ask? This months video is about looking for unclaimed money. I am sure glad...
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This morning 100 million Americans began their day in the same way—drinking their first cup of coffee.¹ Few, if any, took a moment during this morning ritual to contemplate or marvel the complex journey that brought their...
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Tuesday, June 4, 2019
What do we need to do about volatility in the stock market? We have been hearing more questions on the ups and downs in the stock market in the last few months, than we have in all of the last year. When you look at the talking heads...
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Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...
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