by Lori Eason | Oct 28, 2025 | Financial Planning, Tax Planning
Have you ever heard of Rube Goldberg machines? Rube Goldberg was a cartoonist known for drawing overly complex machines that performed simple tasks — a fitting metaphor for post-SECURE Act inherited RMD rules. In case you’re not familiar with Required Minimum...
by Lori Eason | May 24, 2024 | Quarterly Commentary
Except for a brief pullback in the early part of January, the stock market rally that started in late October continued to roll through the first three months of this year. The S&P 500, as well as most of the major averages, has gained roughly 10% this year. All...
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...
