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Common Mistakes in Estate Planning

After practicing law for over twenty-five years, I have unfortunately seen a lot of mistakes made in estate planning. Compiled below is a short list of some of the most common mistakes I have seen. 

Number 1: Homemade Wills. Easy

Understanding Stock Market Corrections

If you’ve heard the term “stock market correction,” in the last few weeks, and not known what people were talking about, you certainly aren’t alone. 

There is a lot of industry jargon that is tossed around, often leaving the lay …

Interest Rates Are Going Up, Now What?

In financial circles, it’s referred to as tightening monetary policy. For the average American, the Federal Reserve raising interest rates has ramifications beyond the immediately visible. With the current expectations being that the Fed will likely raise its key interest …

2022 Economic Outlook

Who would have thought that we’d be starting the third year of life in a pandemic? Certainly it has had a huge impact on the economy in the last two years, and we all look forward to its influence waning.

Resolutions for 2022

Get in shape. Save money. Get organized. Sound familiar? ‘Tis the season for examining your life and identifying ways to improve. As we are all aware, the problem is following through on our promises. This being a financial post, we …

Year-End Financial Planning

The end of another year is rapidly approaching, and just as you cross items off your checklist and prepare your home for the winter, it’s also important to complete maintenance items to prepare your finances to close-out 2021.

The first …

Are Your Affairs in Order?

My wife turned to me and said, “I wouldn’t know what to do if you died.” I had just gotten off the phone with my father who was simultaneously mourning the sudden loss of his brother and trying to sort …