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.

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.

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