The Fall Edition of the Steward…we can still call it fall, right? As you’re likely aware, we recently moved offices, and everybody knows how much work it is to move, …
Fall 2015 Edition
View PostWe’ve Moved (just a little)
You may already be aware that we recently moved our office. Now that it’s over, I can say that it’s a great feeling to be in the right place, for …
Special Update – Big Changes Coming To Social Security
We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward a …
Back to the Basics: Required Minimum Distributions (RMD)
Nobody said the US tax code was simple. In this installment of Back to the Basics, we’ll tackle a small part of the tax code that can have big consequences …
Briefcase Study
We continue to meet with people who have or had a family member who required a meaningful amount of care in a nursing situation, some lasting for years. As a …
