Recapturing the Joy in Your Life
When our existence gets reduced to solving a list of daily problems, the joy in our life disappears. That’s because we unconsciously let others control our existence.
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Market Review & Outlook
We are very pleased with the performance of our portfolios in 2009. Our cautious balanced and middle of the road strategy paid off nicely. That strategy allowed us to recover much of the losses our portfolios experienced in 2008 and has us solidly back on the road to recovery.
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Big Changes Coming in 2010, Part 1 - Income Taxes
Well, 2010 is almost here and we will be seeing a number of changes in both income and estate taxes. In this first of two articles, we will highlight some of the key changes pertaining to the income tax for the New Year.  Click here to read more.....

Big Changes Coming in 2010, Part 2 - Estate Taxes
The estate tax and generation-skipping transfer tax is repealed for 2010, but for that year only under the act’s peculiar “sunset” provision. This has created uncertainty for estate planning attorneys.
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Inflation Attacks The Tooth Fairy!
When we prepare your financial plan update we use the historical long-term rate of inflation, which is about 4%. So remember, when you're figuring your expenses for your plan update, be sure to double your miscellaneous or gift expenses to safely account for that “tooth fairy” inflation.
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