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Planning opportunities are present at all times, but March and April’s natural focus on taxes...
Buying a new home can be an expensive process, and if you are not careful, you can end up paying...
Monitoring cash flow is universal and critically important to the health and well-being of your...
Animals are just plain cute and can bring so much joy to your life, but like children, they are not...
The following is an excerpt from Hello Harold, a book by Harold Evensky. --I know how most people...
No time like the present to have a conversation about the various factors that can influence your...
While often overlooked, robust tax planning is one of the most valuable pieces of a complete...
Watching your college savings grow tax-free with a 529 college savings plan feels great, but...
These problems are of the first world variety so we can start off by being grateful for them. Now...
Credit cards can come with significant benefits, many of which are commonly overlooked. As...
The death of a loved one can be devastating and emotionally overwhelming. Over the coming weeks and...
Filing Taxes as Single Can Take a TollYour tax-filing status will be your status as of the end of...
Do You Now Have More Home Insurance Than You Need?Oftentimes, property and casualty policies may be...
Health Savings Accounts (HSAs) are the Cerberus of accounts. That is because they offer a trifecta...
Ever since President Biden released his spending and tax proposals in April of this year, taxpayers...
Whose name is on the title to the house? Is the person paying child support covered by a life...
Your kid(s) is(are) headed off to college – congrats Mom and Dad! Before they even meet their...
After buying a home, one of the next major purchase decisions (and expense) is a car. The latest...
Special needs planning is often narrowly thought of as simply creating a special needs trust....
Like it or not, we’re all involved in running the “family business.” We worry that our...
The decision on whether to buy long-term care insurance vs. self-insuring is a question many...
While the last year of COVID-19 is still fresh on our minds, unfortunately, hurricane season is...
Umbrella liability insurance is a type of liability insurance available to individuals and...
The PACE program was created to provide an alternative for those who prefer not to move into a...
Ideally, Medicare will always pay what it is supposed to when it is supposed to, but this is the...
Medicare Advantage is a private health insurance plan that replaces Medicare and can be setup as an...
Medigap is a “supplemental insurance” policy that is sold and administered by a private company...
Medicare Part D is the “prescription drug insurance” portion of Medicare. Anyone who is...
Medicare Part B is the “medical insurance” portion of Medicare. Medicare Part B coverage is...
Unforeseen healthcare costs can be most disruptive to an individual’s financial and retirement...
Medicare Part A is the “hospital insurance” portion of Medicare. For most people who have paid...
In 2021, some Medicare recipients will see their base premium increase due to two different laws...
Recently I have been talking to clients’ kids or grandkids who have just graduated from college...
Health Savings as Risk Management PolicyThis year we have all been faced with the scary possibility...
If you have accumulated a sizeable amount of funds in a 529 college savings account, how can you...
In a previous blog in April, David Garcia and Mike Walsh discussed The Coronavirus Aid, Relief, and...
One provision of the CARES act is a stimulus check for millions of taxpayers. These payments began...
Downsizing your home is a big decision. What if you find your ideal home but haven’t sold your...
It’s that time of year again when millions of Americans file their tax returns before the...
TaxesYour tax filing status will be your status as of the end of the year. This may cause your...
Whether you are working with a doctor, lawyer, or financial professional, you need to be aware of...
The following is a chapter from Employee Benefits: How to Make the Most of Your Stock,...
My dad recently passed away, and a month prior, a very dear client passed away. Both left their...
The new tax law was amended to allow tax-free distributions of up to $10,000 per year from a 529...
The below chapter is from “The Art of Practicing and the Art of Communication in Financial...
Hopefully, you’re ahead of the game, reading this prior to your baby’s arrival, so you will be...
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