Blog

RETIREMENT & LONGEVITY   Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here’s a set of resolutions that can help ensure your long-term financial confidence. Update your […]

RETIREMENT & LONGEVITY   Some scenarios point to Yes, others say No. If a Roth IRA conversion means tax-free withdrawals in retirement and a more substantial inheritance for your heirs later on, it sounds like a no-brainer. But converting a traditional IRA to a Roth doesn’t make sense for everyone. Roth IRAs are funded with […]

ESTATE & GIVING   The adjustment in basis is a crucial tax consideration – what can it mean for you? A sometimes-overlooked component of estate planning, the adjustment in cost basis, can be a taxation game-changer. Under this tax provision, an inherited asset’s cost basis is determined not from the owner’s original purchase price, but […]

Autumn is here and I am fully embracing the season of gratitude. One of the most beautiful aspects of autumn is the way nature transitions. Through these transitions I am reminded that life is a series of seasons, and each one has its own charm. Fall serves as a gentle, natural reminder to appreciate the […]