Sooner or later, the transfer of your wealth will be the subject of who or what will be the recipient of your hard earned money and items. There are no hard and fast rules: every person, family and entity is different. If you have a dollar you have an estate, and plans as to who…Read more
Recent Posts by ndeutsch
Now that tax time is finished, thinking about putting money away for use later in life is not. Retirement planning and saving is a 365/24 deal... it should always be on your mind. My day involves lots of planning to accomplish many different goals. Financial planning involves budgeting, investment management, cash flow, portfolio construction and…Read more
Firstly, let me say that I am not taking any political side in any discussions concerning anything to do with the White House, Congress, or tiddly-winks, as I group them in the same category- things I don't often talk or venture an opinion about. Now, with that said: much has been in the news lately…Read more
Since I've last written, it's been a tougher time for me than usual. I've lost my faithful dog Murphy- the only dog I've ever had- I never had a dog as a kid. A few weeks later, my Mom passed. She lived a good life, into her 90's, and it was just her time... which…Read more
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