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)
Required Minimum Distribution Rules Have Changed. Please Follow This Link To See The Updated Rules Nobody said the US tax code was simple. In this installment of Back to the …
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 …