If you were to call my office to inquire about making an adjustment to your investment, insurance policy, or financial plan, you would either 1) speak to me in person; 2) leave a message on my voice mail; or 3) send me an email. But what if I no longer had the capacity to respond […]
[dropcap1]So[/dropcap1] here we are at the end of the year again ready to celebrate Christmas, New Year’s, and all other respective religious holidays. I look at the holidays as a time to embrace family and friends, remember those that are not here with us, be respectful for what we have, and reach out to those
[dropcap1]W[/dropcap1]ant to gain some knowledge while you eat lunch? Want to go home to your family with a new plan of action? Stay tuned…I have a “lunch and learn” lecture series available for you and your work group! But first, you need to understand why I’m making this opportunity available to you and your colleagues
Work Site Lecture Series Read More »
[dropcap1]If[/dropcap1]you have a net worth over $1,000,000, you may need to take action in the next few days. On January 1, 2013, the estate tax rules are poised to reduce the Unified Lifetime Gift Tax exclusion from $5,120,000 to $1,000,000. Don’t think it’s a big deal? Want to just wait and see? Your inattentiveness to
Last Chance Forever? Read More »
