Merry! Merry! 2019

Merry! Merry! 2019

Are you part of a group that’s planning a get-together with friends and family for a Christmas or Hanukkah party? Party themes have become a thing these days, and it seems everyone is attempting to keep up with the most fun themes. Over the past few years I’ve been...
I’m Thankful 2019

I’m Thankful 2019

Here we are again; November came out of the blue. It seems like a minute ago we were in the midst of summer. Looking back over the year, so many good things have happened. The national economy is in great shape. We are fully employed with the lowest unemployment rates...
Money Benefits – 2019

Money Benefits – 2019

Rick, a client of ours, was talking to his friend,Mark, and they were discussing their finances and doing some basic comparison on how well they were doing in their retirement funds. Mark was lamenting the 19% loss in his portfolio during the 4th quarter of 2018....