Tax & Estate Strategies Update for Married LGBTQ+ Couples   In this age of marriage equality, there are new possibilities.   The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or thinking about updating your estate…

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Short Sales in an Economic Downturn By Eileen W. Smith The recent economic downturn related to Covid 19 virus has raised questions once again regarding the feasibility of Short Sales.  First, the definition of a short sale is when a mortgage lender agrees to allow you to sell your home for less than what is…

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To Make Golfing More Affordable in Retirement, Consider a Golfing Community For active seniors with a passion for playing golf, there are many golfing retirement communities located across the United States to consider as your primary retirement residence. Imagine living surrounded by beautifully-maintained green-grass vistas, just a short walk away from your community clubhouse. Picture…

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In this week’s recap: Continuing concerns over COVID-19, aided by cuts in oil production overseas, contributed to continued market volatility. Weekly Economic Update THE WEEK ON WALL STREET Markets remained exceptionally volatile, buffeted by the spreading impact of coronavirus, uncertain responses from federal policymakers, and the sudden drop in oil prices. The Dow Jones Industrial…

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Are you shopping all the time? Can’t spend any money at all without getting nervous? Can’t ask for a raise? Avoid opening statements? Learn tips to push past money fear and find balance in your money life! Join us for our seminar hosted by Allan Duncan. This is a RSVP event, please register to join…

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