End-of-Year Letter 2021

End-of-Year Letter 2021

The End of 2021… Finally?2021 has certainly been a bizarre year in so many ways. It’s been a long road getting here with twists and turns, but we made it to our destination better than we once started.Market Update Inflation is now over 6%. Gas prices...
End of Year Planning and Reviewing

End of Year Planning and Reviewing

The end of 2021 gives us a wonderful opportunity to look back at this past year’s successes and learning lessons, and to begin planning for 2022.   And let’s face it, planning gives us the best opportunity for success. So here are few questions to ask yourself...
You’re a widow. Now what?

You’re a widow. Now what?

As a widow, what will happen to my life savings? How will I keep up with the mortgage? What happens to those plans I had for travel or retirement?Surviving your spouse’s death is hard. Determining what’s next can be even harder. The death of a spouse...