Complete Clearing and Cleaning

The sounds of paper thrashing are in the background while typing this message. Iron Mountain, a shredding company, is on location to remove the paper waste we have accumulated. We sit humbling like the cobbler whose children have no shoes. You see, though we offer a...

A Pointed Review of the Current GOP Tax Plan

President Trump has stated the new tax plan is his and the Republican party gift to the American people. Below is an outline of the proposed changes offered by our elected officials. Our presentation of these changes is for information only. In presenting the plan, we...

Gratitude. Jessie. Take A Moment.

November, the precious month of Thanksgiving, gets shortchanged. At least that is how this month feels this year. Halloween stretched beyond a week with two weekend celebrations and a Tuesday night feast. No doubt children and dentists are thrilled. We blink our eyes...

The Equifax Fiasco: How to Respond to a Data Breach

Amidst the fires in the west and the hurricanes in the south, and continual worry about friends and family located in all parts of the country, you may have read that hackers broke into the Equifax database and stole personal information tied to 143 million people....

Retirement Reality

Planning for retirement is one of the top three objectives of every client engaged in a professional financial relationship (even for those who are already retired). And, every financial advisor, every institution, every academic, every Tom, Dick and Harry has advice...

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