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Have you noticed the increase in “alternative meats” in your grocery store lately? They go under names like Impossible Foods, Beyond Meat and so on. Some consumers may be switching to these non-meat substitutes as…
What do you do when the Go-To Strategies just won’t cut it? The Federal Lifetime Exemption is the total amount of wealth that you can give away tax-free in your lifetime. Importantly, it is the…
Pretzel Logic refers to reasoning that bends back and twists until it does not make sense. (Pretzel Logic also is a fantastic, bluesy song by Steely Dan that refers to time travel.) A great example…
A prerequisite of being a smart healthcare consumer is being informed of the pros and cons of your options as we talked about in our last article. Understanding the information that we receive from our…
Temperatures are dropping and honey hams are flying off the shelves while holiday decorations are popping up left and right. The end of the year always seems to come and go and before we know…
Part 2 of Series There is no doubt that the amount of insurance we need throughout our lives change as circumstances change. I know this firsthand as a father who just added a teenage driver…
As retirees age, it often becomes apparent that the home in which they raised families may not be the home they remain in long term. It may be more square footage than needed, or may…
Consider a Pledged Asset Line Many retirees consider the benefits of downsizing their home at some point. According to Zillow, 46% of Baby Boomers who sold their homes in 2017 were in the process of…
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for…
Imagine you have just gone through a thoughtful estate planning process. Trusts may play a critical role in ensuring that your legacy is carried on in the way you desire. Often times, the grantor is…