by Lori Eason | Sep 30, 2022 | Financial Planning
We are often asked to advise on whether our clients should purchase long term care insurance. While we are proponents of being self-insured, when it comes to long term care, with steeply rising prices and the fact that 7 in 10 people 65 and older eventually need some...
by Lori Eason | Feb 9, 2022 | Economic
It’s likely that you have all felt a pinch to your wallet over the past year. From groceries and gas to cars and vacation rentals, the cost of everything is up, and not just a little bit. Back in December, the Dollar Tree announced it’s raising it’s prices for the...
by Lori Eason | Mar 21, 2021 | Financial Planning
Over the past couple of months, I’ve had a few clients reach out about updating their beneficiary information on their Schwab accounts after a routine will update. While all of our clients have beneficiaries listed on their IRAs, many people are not aware that you can...
by Lori Eason | Jan 21, 2021 | Tax Planning
The 2018 Tax Reform lowered taxes across the board for most Americans. Now that we’ve had a couple years of experience under this new tax code, we’re beginning to see how the tax cuts played out, specifically when it comes to charitable gifting. After the tax code...
by Lori Eason | Dec 1, 2020 | Quarterly Commentary
Despite all the terrible news from this past year, the U.S. stock and bond markets ended at all-time highs fueled by the largest government stimulus program in history and optimism that the economic shutdowns will soon be over. The S&P 500, Dow Industrial Average...
