Post-Election Thoughts

For most people, I think it’s fair to say that last week’s Presidential election was a shocker. Regardless of who you voted for, if you followed the vast majority of the national polls it seemed as if a Trump win was a LONG-SHOT. Read More

Year-End Gifting | A Triumph of Kindness

Ben Franklin said “In this world nothing can be said to be certain, except death and taxes.” And, while that was some 250-ish years ago, nothing, still, is more certain. …

Read More

Quirky IRA Deductibility Rules

Few would question the merits of using a Traditional IRA as a vehicle for tax-deferred retirement savings.  They are very easy to establish, and the investment options are vast.  As …

Read More