It’s hard to believe there are just two full weeks left in 2012. The year end tends to be a busy time for us financial types and with the uncertainty surrounding future tax rates, this… Read More
February 2012 Newsletter
Although it doesn’t feel like it, the calendar shows that it’s late February, and that means that most of us will be filing our tax returns in the next several weeks. We’ve mailed out all… Read More
November 2011 Newsletter
I hope you had a Happy Thanksgiving. I had intended on sending this out prior to the holiday, but as events in Europe unfolded I thought it would be more helpful to wait until things… Read More
May 2011 Newsletter
Without Congress wrangling over some large piece of legislation, May of 2011 seems a good deal quieter than this time last year. Financial regulation was wending its way through the legislative process, and one of… Read More
Adding It All Up – The Cost of a Financial Plan and How to Save
The total cost of financial advice includes a number of items we’ve discussed in the last few posts. For clients who work with us those costs include: The hourly cost of the plan Cost for… Read More
March 2011 Newsletter
It has been a tumultuous few weeks around the globe, and our thoughts are with all those affected. Several clients have raised questions about what the economic impact of events might be, and the first… Read More