New Year, New Numbers

Happy New Year! We would like to highlight some figures that will be helpful in your financial and retirement planning for this coming year.

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Tax Cuts and Jobs Act Summary

The recently enacted Tax Cuts and Jobs Act (TCJA) is a sweeping tax package. Here’s a look at some of the more important elements of the new law that have an impact on individuals.

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The Power of Estate Planning Documents

My wife, Margaret Ann, and I are walking through the season of life where caring for parents has become a significant responsibility. While it has been a blessing to journey with our parents through their latter stages of life, it has also taught us

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