It’s Time to Spring into IRA Season
201504.06
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It’s Time to Spring into IRA Season

April 6, 2015 – Spring time is here and the season for individual retirement accounts (IRA) is at its peak. If you haven’t already, now is a good time to open an account and get started on saving. Contribution limits remain at $5,500 in 2015 with an additional $1,000 allowed for those 50 and over….

Documents needed for Disability Planning
201503.26
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Documents needed for Disability Planning

No one likes to think about the possibility of their own disability or the potential of disability planning for a loved one. But if something happened and you were unable to make your own medical decisions, who would make them for you? Estate planning not only includes time of death planning, but it also includes…

Estate Planning for Blended Families
201503.09
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Estate Planning for Blended Families

March 9, 2015 – Blended families can be such a wonderful thing! At the same time, blended families can also present special challenges in estate planning. Whether the second marriage follows a divorce or the death of a spouse, careful consideration of estate planning is highly recommended. You and your spouse may have children from…

Estate Planning – Secure Your Wealth in 2015
201502.05
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Estate Planning – Secure Your Wealth in 2015

February 5, 2015 – It’s a New Year and great time to review your existing estate plans to see if any changes need to be made! Staying current with your will, trust, and other estate planning tools will ensure that your wishes and goals are still being met. Many people think their estate plans are…