Inheritance Planning for Retirement Accounts Due to recent tax law changes, primarily from the SECURE Act of 2019, a recent popular topic of conversation was the amended rules on inheriting…
The weather is sunny and we’re itching to plant all of those beautiful flowers! There are GORGEOUS flowers in the gardening centers right now. What should I buy? I want…
Why Didn’t My Advisor Warn Me About That? One of the common themes we find in financial planning can be somewhat of an oxymoron. Most people follow the traditional paradigm…
Okay, I’ll confess … I stopped here for the cupcake and THEN decided I should have some lunch to go with it! I have been eating at the original location…
What does Little Smiles do? Everything from laptops, to birthday parties, chemo parties, pizza night and character visits. We provided a phone for a young lady so she could talk…
Spring cleaning and other projects … Getting started on spring projects has been a struggle for me this year. I’m not sure if it’s the extra time spent at home…
