An effective estate plan allows you to make sure your assets are handled the way you want during your life and after your death. And contrary to popular belief, estate …
Is Buying a House like Buying a Stock?
If you have ever gone through the process of purchasing a house then you already understand the basic concepts of analyzing a stock; they’re not much different. I was reminded …
Has Spring Finally Sprung?! Spring Cleaning, Anyone?
Before we get started, I wanted to share a fun announcement with you: Over the years, our very own Dave Bensch has performed with multiple Community Theatres in the area. …
Gifting With Irrevocable Trusts?
When we talk with our clients about how to protect their financial legacy, we will often recommend that property be gifted into an irrevocable trust. Invariably, the client will ask …
What does the tax cut mean for the stock market?
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management Many people are wondering what the tax cut means for the US stock market. We thought it might be helpful to take …
‘Deduction Bunching’ – A Tax Strategy That Works And Makes You Sound Smart
With the passing of the new tax law, accountants have become the new rock stars. All eyes are on those with tax knowledge to sort it all out and show …
Tick, Tock: How Time Touches So Many Aspects Of Retirement Planning
If there’s one asset class that’s become much more valuable than all of the others, it’s time. It’s finite, making it scarce. It’s fluid, making it difficult to firmly grasp. …
If You Could Time Your Last Dollar With Your Last Breath
I often suggest that good financial planning means we die with money left over. Conversely, that must mean that bad financial planning means we run out of money before we …
Simple Process For Transforming Your New Year
Do you make New Year’s Resolutions? Do you also keep New Year’s Resolutions? I’ve kept just one in all the years I’ve tried to make them. What is it, you …
First Look Back, Then Ahead [Tax Changes]
This is it. The end of yet another year has arrived. Like every other year before it, 2017 appeared to pass by more quickly than the rest. I can only …
