Legacy and Estate Planning – The Language of Trusts
The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...
October is National Breast Cancer Awareness Month
As financial advisors, our passion centers around helping you build and preserve the wealth that will carry you into retirement. It is for this purpose that we post this. You see, October is National Breast Cancer Awareness Month. It is a month to reflect on and...5 famous sayings from Yogi Berra, & how they apply to your finances
Earlier this summer, the US Postal Service announced that Yogi Berra, the legendary Yankees catcher, would be given his own postage stamp.[1] It’s a tremendous honor, as Yogi is only the thirtieth baseball player in history to have his face on a stamp…and the USPS...
Medicare Benefits
The rising cost of health care has become a critical concern in our country. The ability to provide quality service at cost effective prices is a dilemma that has faced many in the government and health care industry alike. For many senior citizens, this concern is an...
