Websites and publications geared towards those contemplating retirement ply their readers with articles on the “do’s and dont’s” of retirement planning. Even so, trying to formulate the right retirement strategy can be mind-boggling! Here are some common retirement planning myths: “As I near retirement, investments should be more conservative.” Americans are living longer. In fact,...
Pets are frequently overlooked in the aftermath of an accident or death. Sometimes pets are only discovered days after a tragedy. Many of our clients and friends have never considered what would happen to their pets if something unexpected happened to them. What can you do to protect your pet’s future? While pet owners...
In 2017, Congress passed the Tax Cuts and Job Act (the “Act”) which purportedly reduced the tax obligations of middle and lower class taxpayers. Among the changes to the Tax Code, the Act limited the deduction on mortgage interest to the first $750,000 of the loan. Interest on home equity lines of credit taken after the...
