Blog

Alphabet Soup

Published: September 28, 2016

Do you know what a CFP is? How about an AIF?  Or an RIS?  These are just some of the dozens of acronyms one might ...

Q&A: Living Trusts

Published: September 24, 2016

For centuries, living trusts have been a popular management tool for the preservation and growth of one’s assets. Living ...

Caution On Lump Sum Payouts

Published: September 22, 2016

A taxpayer, let’s call him Bob, left his job and received a lump sum payout of his pension accumulation. Let’s say ...

Aging in Place

Published: September 21, 2016

The percentage of Americans over 85 is growing steadily, and with it a new conundrum: Where will the elderly live? For a ...

Do You Have Unclaimed Property?

Published: September 19, 2016

It might be a dormant bank or investment account, an individual stock, or an insurance check. It could be unused travelers&...