Jonathan recently returned from helping his mother celebrate her 90th birthday in Iowa and visiting in-laws in Missouri. Next up Continue reading
Many same-sex couples who are now getting married as a result of the recent Oregon federal district court ruling may be revoking their wills without knowing it. Continue reading
This is the first of a series on Social Security – primarily focusing on the retirement benefits. The goal for this series is to address the key questions asked by our clients. Questions like: When should I begin taking Social Security? What options are available to me? Which options are better for my circumstances? Will my benefits be taxable?
History is littered with episodes where investors irrationally believed that certain assets would continue to rise in price indefinitely, only to be sorely disappointed and suffer significant losses when the price later crashed. An early example of such an investment “bubble” occurred as far back as the early 1700s, when the stock of the South Sea Company, a British company with a government-approved monopoly, increased in value almost tenfold in a single year. Continue reading