Partners in Life Planning
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A Gift That Keeps On Giving?

Estate Planning can be messy. As parents, we always would like to believe that our children will always be the darlings of the world, perfect in every way, guiltless and void of fault (“Not my Amy…she could NOT have done such thing!) We raise them, teach them, tutor them, coach them, teach them manners, etiquette…
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The Quick Skinny On 2010 Roth Conversions

Thanks to the Pension Protection Act of 2010, many IRA owners with incomes over $100,000 will be able to convert their Traditional IRA to a Roth IRA. Unfortunately, most investors are not aware of this upcoming delight. In a Traditional IRA, the contribution of  current year is tax deductible, and grows tax-deferred, meaning you pay…
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Eldercare And The Ones You Love

I recently had a meeting with clients who have been with us for over 20 years regarding the issues surrounding the aging of one of their parents; now well into their 90’s. Dad was in rehab from a nasty fall, and was soon ready to come back to his home, of which he resided in…
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When To Take Social Security Benefits

With the unfortunate rounds of layoffs in the past year, many retirement age folks who were not intending to retire have been forced into that decision or to go job hunting. We have been asked over and over again “is this the time to start my Social Security payments?” While we have spoken and written…
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