Launching Happy & Independent Children and Grandchildren
September 16, 2021
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November 5, 2019
The leaves are changing colors and a cool breeze is in the air, which means many retirees are securing their winter travel plans. However, before jumping on the plane to escape the cold winter months that lie ahead, it is also time for Medicare participants to decide if changes should be made to their health […]
May 12, 2020
I have written before about the value of having a financial plan. Even the simplest of plans can help with things like retirement spending and savings goals. And you might say, “Sure I have a plan, but I threw my plan out the window in March”. Effects of the Pandemic The recent market volatility from […]
March 2, 2021
Stock options have long been an attractive component of executive compensation. Sometimes we are asked if it is possible to transfer employee stock options to family members as part of an estate reduction strategy. It’s an interesting question and possible under certain circumstances. For executives that know they have enough to meet other goals and […]