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August 10, 2020

Preparing Your Will

You’re finally ready to sit down with an attorney to have your will drafted but […]
June 30, 2020

2nd Quarter 2020: It’s the Fed

It’s the Fed One of our more communicative clients has emailed me numerous times over […]
June 30, 2020

2nd Quarter 2020: Market and Economy

Market and Economy Six months into 2020, we’re seeing record highs in daily new coronavirus […]
June 18, 2020

In Every Challenge There Lies an Opportunity: 2020 Mid-Year Planning

To say 2020 has been a challenging year is surely an understatement, and we are […]
April 28, 2020

Reconsidering the Source of Your Charitable Contributions in 2020

Summary Points in this article IRA Required Minimum Distributions are optional in 2020 Those planning […]
April 5, 2020

1st Quarter 2020: After the Virus

After the Virus Things are never as good or as bad as they seem.  My […]
April 5, 2020

1st Quarter 2020: Market and Economy

Market and Economy The new year started with so much promise. The US economy had […]