June 2015 – Medical Expenses, Cybersecurity and Taxes

June 2015 – Medical Expenses, Cybersecurity and Taxes

Medical Expenses in Retirement Micah Porter, CFA, CFP® Quite often, one of the biggest financial concerns clients have as they face retirement are medical expenses. They don’t know what to expect, and articles in the press with blaring headlines about costs running...
December 2012 Newsletter

December 2012 Newsletter

It’s hard to believe there are just two full weeks left in 2012. The year end tends to be a busy time for us financial types and with the uncertainty surrounding future tax rates, this year will be busier than most. The first article below covers some of the high...