A July Letter to Clients: Tax Issues to Avoid in Retirement   “Our new Constitution is now established, and has an appearance that promises permanency; but in this world,...

The goal of this newsletter is to provide each of you with a little more knowledge than you had the day before. It will focus on the Economy, Industry Education,...

MONTHLY ECONOMIC UPDATE MONTHLY QUOTE“Never put off ‘til tomorrow what you can do today.”      – Lord Chesterfield     MONTHLY TIP The best time to save for retirement may be right...

  WEEKLY ECONOMIC UPDATE     WEEKLY QUOTE   “Truth burns up error.”       – Sojourner Truth          WEEKLY TIP   As your career in the medical, legal, or tech sector...

Tax Efficiency in Retirement How much attention do you pay to this factor? Provided by Philip Lockwood     Will you pay higher taxes in retirement? Do you have a lot...

How Retirement Spending Changes With Time Once away from work, your cost of living may rise before it falls. Provided by Philip Lockwood   New retirees sometimes worry that they...

Could a Trade War Soon Start? The U.S. might soon impose tariffs on certain imports.  Provided by Philip Lockwood   What if America taxes imported aluminum and steel? If it...

Retirement Questions That Have Nothing to Do With Money Think about these matters before you leave work for the last time. Provided by Philip Lockwood   Retirement planning is not...

The Retirement Mindgame Your outlook may influence your financial outcome. Provided by Philip Lockwood   What kind of retirement do you think you’ll have? Qualitatively speaking, what if the success...

A New Day for 529 Plans Federal tax reforms lead to new possibilities for these education savings accounts.  Provided by Philip Lockwood   Do you have a 529 college savings...