News & Insights
Financial Insights July 15, 2024
Financial insights for your life and life-style. Inflation, Good News - Bad News, and What would you do with $130 Billion?
Times are Changing: The Evolving Role of Women in the Workforce and the Home
Women’s roles in the workforce have undergone significant changes throughout history. Initially absent during the early Industrial Revolution, women were called upon primarily when men went to war or were otherwise occupied. As time passed, women gained access to higher education and the ability to pursue careers.
Financial Insights June 28, 2024
Financial insights for your life and life-style. Fraud, The National Debt, and the Best Places for Seniors to Live in Retirement.
LET’S PARTY BEFORE IT IS 2026
ln December of 2017, the sun rose on the Tax Cuts and Jobs Act passed by Congress and signed by President Trump. There were numerous changes to tax law which affected income taxes, gift taxes, estate taxes, retirement plans, etc. But on December 31, 2025, the sun is setting on many of the provisions and most things go back to the way they were before 2018.
Financial Insights June 14, 2024
Financial insights for your life and life-style. Politics, Elections, and Estate and Gift Taxes
Your Number Will Change
"Retirement" is not defined by age. Rather, we define "retirement" as the time when work becomes optional. That is, you believe you have enough money to sustain yourself for the rest of your life. But a funny thing happened along the way!