WEEKLY QUOTE “The wisest mind has something yet to learn.” - George Santayana WEEKLY TIP If your parent has cognitive issues that make bill paying difficult, ask them if they might want to... read more →
WEEKLY QUOTE “It is amazing what you can accomplish if you do not care who gets the credit.”- Harry S. Truman WEEKLY TIP Think twice about canceling an old whole life insurance... read more →
WEEKLY QUOTE “True friends are those who really know you but love you anyway." - Edna Buchanan WEEKLY TIP Own a business? Think about having an accountant look at your books several times... read more →
Benchmark Returns through 3/31/2016 T-Bill 3-mo (Cash): 0.07% Barclay’s Aggregate Bond Index: 3.03% Barclay’s Municipal Bond Index: 1.67% S&P 500: 1.35% Russell 2000: (1.52 %) MSCI EAFE (International Stocks): (3.01... read more →