• With the summer season in full gear, you’re likely looking for a great dinner option that extends beyond traditional grilling. For this month’s newsletter, I’m excited to share a personal favorite recipe that is nicely paired with Kennedy Cellars Chardonnay (Central Valley, Chile). If you’re looking for a white wine
  • An explosion in the number and variety of streaming services, coupled with more time spent at home in the last year, might have you wondering whether it's time to cut the cord on cable. After all, cable isn't getting any cheaper. At the beginning of 2021, many large cable and
  • If you have qualifying children under the age of 18, you may be able to claim a child tax credit. (You may also be able to claim a partial credit for certain other dependents who are not qualifying children.) The American Rescue Plan Act of 2021 makes substantial, temporary improvements
  • Practice makes perfect when it comes to retirement.Are you ready to retire? Are you sure? Think about it before you say, “Yes!”Most of us really look forward to the idea of well-deserved, unstructured free time. A time to do exactly what we please when we please – spend time with
  • There are five estate planning documents you may need, regardless of your age, health, or wealth:Durable power of attorneyAdvance medical directivesWillLetter of instructionLiving trustThe last document, a living trust, isn't always necessary, but it's included here because it's a vital component of many estate plans.Durable power of attorneyA durable power