27 Oct 2017

Posted at 16:06h in The Friday Brief by

A relatively small adjustment today can have a huge impact on our future goals and lifestyle. How often do we lament, 'if I had only done this sooner'? What a pleasure it was to live in our beautifully renovated home, just before we sold it....

20 Oct 2017

Posted at 14:44h in The Friday Brief by

"When will the stock market drop?" or, "How much does a market drop hurt me?" The historic close of the Dow Jones Industrial Index above 23,000 this week, one day before the historic 30-year anniversary of the largest one-day drop of 23% of the Dow Jones Average has...

13 Oct 2017

Posted at 12:26h in The Friday Brief by

Latest on Medical Insurance In a move, likely to spur action from Congress, President Trump said yesterday that the government would end government subsidies to insurers under the Affordable Care Act. The move comes on guidance from the Justice Department and the Department of Health and Human Services...

29 Sep 2017

Posted at 12:42h in The Friday Brief by

While it's way too early to know what our new tax code will look like next year for planning purposes, Mr. Trump and his administration have laid out a broad policy framework that addresses at least some of the major issues. The opposition is already in...