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The Road to Tax Reform: Round One


The House took a first step this week toward major tax reform. Insiders say much of this may change as we see mark-ups on the current bill and the Senate puts out a bill of their own. There is momentum behind this. Republicans are going to make a strong push to get this done before […]

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The Survivor’s Checklist

Losing a loved one is one of the most difficult things any of us will have to endure in our lifetimes. The experience is made all the more difficult by the myriad of paperwork and red tape that the su

2017 Third Quarter Economic Update

It was another solid quarter of growth in the stock market. We continue to emphasize it is very unusual to see so many double-digit returns in a period of projected low return expectations. Both stock

Is It Time to Consider a Reverse Mortgage?

Reverse mortgages have been thought of as the “hand me down” financial alternative if there was nowhere else to go. Second tier actors hawk them on TV. Expenses have been excessive in the


It seems that no place is “safe” when it comes to your personal information. Cybersecurity is here to stay and we all have to do what we can to protect ourselves. The threats can come from many pl