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2021 Year-End Financial Checklist

Financial

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…

Am I “Tax Locked” In My Home?

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…

Medicare’s Annual Election Period

Medicare's Annual Election Period

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…

What Does Being a Trustee Entail?

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…

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