Upcoming Holidays
Hello everyone – well we all know what tomorrow is!! Right? (Hint-hint, in case you forgot!) But instead of writing about how fortunate...
It's Tax Time!!!
I guess I jinxed us by saying “hooray for sun” last week – less than 48 hours later: 18” of snow!! IT’S TAX TIME!! HOW ARE ANNUITIES...
New Laws
Hello everyone – finally some sun today – hooray! Besides the new IRS rollover law that started on January 1st of 2015, you might not be...
Phone Call Scams
I recently received a phone call from one of our clients who was very upset about a phone call her son received. The person on the other...
"Money - Master the Game"
Wow, I hope the cold spell we just had is not a sign of things to come!!! I recently read a couple of chapters from Tony Robbins’ new...
IRS Rollover
Happy New Year to all of our clients, family, and friends!! I hope you are all well and find this New Year to be healthy and safe. I have...