Posted on Jan 23, 2017 in Personal Finances | 0 comments

How many vehicles do you own? Are they equal or do distinct qualities differentiate which may complete a task better than another? A landscaper certainly prefers the capability of hauling supplies in a truck compared to the trunk of a compact car. Conversely, a daily commuter favors the superior fuel economy of the compact car… Read More &raquo

Posted on Dec 22, 2016 in Estate | 0 comments

How essential is planning your final estate? This question is seldom answered confidently during client/advisor conversations, not too often do we ponder our own inevitable demise. In reality, for anyone wishing to leave anything of value to someone requires some form of estate planning.  At the least, taking simple estate planning steps can provide some… Read More &raquo

Posted on Nov 29, 2016 in Personal Finances | 0 comments

As we move into December, the closer we get to another possible interest rate hike from the Federal Reserve.  From one point of view, increasing rates could be viewed as a positive, as an economy grows, sometimes the brakes need a little tap (in the form of a rate increase) to slow movement down a… Read More &raquo