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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Conquering Retirement Challenges for Women   Looking ahead can help you conquer these unique obstacles.     When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or…

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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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The Cost of Procrastination Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.   “Are you aware the registration on your…

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