Planning Commentary

October 2, 2018

Health Savings Accounts: Desirable, Despite the Complexity

Healthcare continues to be one of the most significant expenses you will incur during your […]
September 25, 2018

One More Reason to Fund 529 Plans—a 529 Plan UPDATE

School is back in session. For those of you with children (or grandchildren), the pressing […]
September 1, 2018

More Lessons from Fishing

Many of you probably read Benton’s “Big Fish” story in our last quarterly commentary (if […]
June 10, 2018

Over Age 70 1/2? Consider a QCD for your IRA RMD

IRA: Individual Retirement Account RMD: Required Minimum Distribution QCD: Qualified Charitable Distribution Sorry for the jargon! Please don’t […]
May 20, 2018

Three Types of Help for Seniors

In my last article I wrote about choosing a continuing care retirement community and the differences among […]
May 1, 2018

Financial Planning 101

After I had been a Certified Financial Planner™ professional for about ten years, my mom asked me, […]
April 20, 2018

Chained CPI Explained and the Impact on the New Tax Act

As an update to our prior article New Law Doubles the Estate Tax Exclusion Amount but […]
April 2, 2018

There’s a New Tariff in Town (but there’s something very familiar …)

Early last month President Donald Trump announced a plan to levy tariffs of 25% on […]
February 20, 2018

A Summary of The Tax Cut and Jobs Act of 2017

The Tax Cut and Jobs Act of 2017, passed by Congress and signed by President […]