How to Keep Health Care Costs Down

Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona.  The weekend before I left my 3-year-old was sick with a stomach virus.  I was scheduled to leave on Tuesday and by Monday morning he was…

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Should I Buy Long Term Care Insurance?

This is a topic we discuss with our clients regularly.  With an aging population comes increased options for retirement living, assisted living and nursing care options.  Along with increased options come increased costs as well which can be exorbitant in…

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Financial Acronymology, Decoded, Ep #63

Do you ever feel financial advisors speak a different language? Many clients feel their advisors throw around financial terminology that creates more confusion than clarity. Financial planners use mnemonics and acronyms since they are a great way to remember things….

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When and How to Pay Your Taxes

Tax efficiency is an important part of building wealth over the long term.  One simple, but often overlooked way to increase tax efficiency is to pay taxes no sooner than they are due.  A refund is actually the IRS paying…

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