2015 Financial Outlook

Last year left the U.S. in decent financial shape. Oil prices tanked and the U.S. dollar surged. Inflationary pressure is low, and the stock market ended the year strong. The…

Read More

Beware IRS Phone Scam

Have you ever gotten a call from someone claiming to be with the IRS? If you haven’t been contacted via regular mail first, then it’s probably a scam. If the…

Read More

Where Does the Money Go?

In December, Congress passed the federal budget for fiscal year 2015 at the last possible moment, avoiding yet another government shutdown. You have to wonder why this is such a…

Read More

American Pride

After years of slow economic growth, has America truly recovered? Perhaps not for every single person in the country, but pride in Americana appears to have rebounded nicely. Take the…

Read More

Still Working at Age 70?

There are many advantages to working past age 70, one of which is delaying monthly Social Security distributions so you can receive the highest monthly benefit provided for the amount…

Read More

Housing in Retirement

The housing market continues to experience mixed results, depending on the area of the country and demographics. For example, while the home ownership rate for seniors is 80 percent, about…

Read More

Financial Planning Tips

Amending Irrevocable Trust Conditions in an irrevocable trust, including the appointed trustee (the controller of the trust), cannot be changed by the settlor (the creator of the trust). However, if…

Read More

Financial Resolutions

The beginning of the year is a great time to start thinking about New Year’s resolutions and review your 2015 financial strategy. Any major life changes that occurred last year…

Read More

Retiree Ingenuity

For many, the mind stays sharp as long as it continues to be challenged, and the trend of retirees working and living longer proves just that. Take Hugh Lyman, for…

Read More