Tag Archives | wealth

Turkey Lurkey!

Thanks Living

We’ve just witnessed the ugliest presidential race that I can recall.  Despite talk about “reaching across the aisle,” things are still contentious, leaving us to wonder how they’ll ever make progress. We’re bombarded with news of the chaos and darkness of the economy, global financial markets, and the wackiness we call Washington.  To say it […]

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Mouse Trap.JPG

The Trap of the AMT

As the election season enters the final stretch, we’re hearing about the presidential candidates’ plans for the economy and taxes (well, we’re hearing a lot of arguing about them).  I’m all in favor of revamping the tax code to make it simpler and more straightforward to understand, especially when it comes to reforming the out-of-date […]

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Last Will And Testament

Documents to Die For

In a recent post, we took a look at getting organized financially.  Not everybody’s idea of fun, but after it is done life seems a little less chaotic.  This time we’ll work on something even less pleasant, but just as important- estate planning documents. The term “estate planning” has the connotation that it’s only for […]

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Piggy Dutch

Pigs Get Fat, Hogs Get Slaughtered

Pigs get fat, hogs get slaughtered- so goes the old saying, and something our furry friend Dutch learned recently.  Not literally of course.  Besides enjoying bones, Dutch also likes shoes.  High heels are his favorite; he ventures into sandals occasionally- mine of course.  He likes to hide under our bed and find a shoe to […]

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Part 2A & B of Form ADV: Firm Brochure