Assessing your Mortgage Situation in Retirement

When it comes to retirement preparation, a common benchmark goal is having one’s mortgage paid off. This typically removes a large, ongoing payment from the budget and can reduce retirement expenses substantially. Some people even schedule their retirement just after their final payment date.   Continue reading

Efforts growing to address mental health issues

Although mental illness has long been stigmatized, fortunately, things are beginning to change. Starting this year, dozens of health systems are adopting widespread solutions to address mental health conditions, including untreated depression, teen suicide and post-traumatic stress disorder (PTSD). Continue reading

Clients for Life

The first tax-filing season under the new Tax Cuts and Jobs Act has come and gone. If you’re keeping up with the news, you’ll know that a lot of taxpayers have been surprised by their tax refunds this year. Some were pleased, but others found they owed more than they expected. Continue reading

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