by David Schaeffer | Mar 21, 2017 | Estate Planning, General, Investments, Life Insurance, Qualified Money (IRA), Savings
Success Story of the Month March 2017 More for Less? [spacer height=”02px”] By David Edge [spacer height=”03px”] While recently meeting with a client who was a young grandmother with three beautiful grandchildren, she was lamenting the fact...
by David Schaeffer | Mar 7, 2017 | Banking, General, Investments, Savings
Financial Tip March 2017 By David Edge [spacer height=”03px”] Check or Credit/Debit Card? [spacer height=”02px”] While just about any financial transaction we do can expose us to the criminal element, there are checks and balances that can keep...
by David Schaeffer | Feb 21, 2017 | Healthcare, Medicare, Retirement Planning, Savings
He said She Said... Success Story of the Month - February 2017 By David S Edge [spacer height=”04px”] [spacer height=”03px”] While assisting many folks and couples with their selections of retirement planning options, we often run into...
by David Schaeffer | Feb 16, 2017 | Investments, Retirement Planning, Savings
Financial Tip February 2017 By David S Edge [spacer height=”03px”] How to invest or save has more to do with where you are in life than you may think. [spacer height=”02px”] Let’s begin with definitions. [spacer height=”02px”]...
by David Schaeffer | Dec 27, 2016 | Estate Planning, Investments, Retirement Planning, Savings
Financial Tip - December 2016 At the end of each year there are deadlines for giving, so that you can reduce your taxable income when you file your taxes. Here’s a short list of gift-giving to consider![spacer height=”5px”] * Charity begins at home. Got...
by David Schaeffer | Aug 13, 2015 | Estate Planning, Investments, Retirement Planning, Savings
Learn that “No” can be an Answer [spacer height=”2px”] By David S. Edge [spacer height=”20px”] Bert and Dawn have been wonderful parents who wanted everything for their kids. Both parents ran successful and profitable businesses and they, of...
