skip to Main Content

The Truth Abouth Social Security

Every day for the next 20 years, 10,000 baby boomers are expected to retire (According to the Pew Research Center).  Social Security is going to be on the forefront of most of these baby boomers’ minds.  The topic…

Read More

The Real Cost of Obamacare

Did you know that beginning January 1, 2013, a new 3.8% tax will take effect for those individuals with an adjusted gross income (AGI) above $200,000 and couples filing joint returns with more than $250,000 AGI? President Obama's…

Read More

Strategies for Long Term Care

A Smarter Alternative to Self Insuring... Recognizing the need for long-term care preparation. Long-term care (LTC) costs are on the rise.  LTC expense is a financial risk that could affect retirement and wealth transfer goals.  Many clients may…

Read More
Back To Top
X
X