Riding the Rollercoaster

Written By: Anna Carlson The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got…

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Affordable Care Act

Written By: Alex Hammersley, CPA For those under the age of 65, the Affordable Care Act (ACA), also known as “Obamacare,” can result in serious savings on health insurance. For…

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Year-End Charitable Giving

Written By: Anna Carlson Last year, Americans made individual charitable contributions of more than $319 billion. As Warren Buffett says, in general we’re a “generous society.” If your financial plan…

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Social Security Changes in 2024

Written By: Marissa Waldron, CFP®  We’re well into the fourth quarter of 2023, so it’s time to start looking ahead to the year 2024. The Social Security Administration (SSA) recently…

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Social Security: No Call for Panic

Written By: A. Suzanne Robertson, CFP® After dinner presentations, I like to circulate around the room to answer any questions guests might have.  Sometimes, if I finish my presentation early…

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Life Insurance Considerations

Written By: Shawn Perkins, CFP®, AWMA As financial advisors, we have many responsibilities when it comes to providing quality service to clients.  Cash flow management, tax planning, distribution strategy, investment…

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 No Shoes Required

Written By: Anna Carlson “There is a whole new kind of life ahead, full of experiences just waiting to happen. Some call it ‘retirement.’ I call it ‘bliss.’”  –  Betty…

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