There are no simple solutions to this one. Family dynamics among a conventional family unit are often challenging enough but add in the complexities of re-marriage and they can seem...
Category: Estate Planning Articles (2021)
Don’t panic when the market misbehaves. Instead, take stock of your financial plan, your goals and your stage in life. While it’s not uncommon for the stock market to zigzag up and down, it’s...
Time will tell what the long-term societal impact of COVID-19 will be, but it goes without saying that the past year will go down as one of the most unique and important in all of written history....
You have successfully moved into Florida’s rewarding tax structure. You have retired, sold your home and otherwise disassociated yourself from your former state. With this move, you have also left...
Avoiding ‘the Lumberyard’ and Generating Structural Alpha with PPLI & PPVA
In the Harold Ramis-directed 1980 sports comedy, Caddyshack, a wealthy golf sage named Ty Webb (played by Chevy Chase) traverses the fairways of Bushwood Country Club alongside his down-on-his luck,...
While the COVID-19 pandemic has wreaked havoc on everyone’s daily lives, it has also taken a toll on the budgets of many state and local governments. The Federal Government has and likely...