The U.S. economy officially entered into a recession in February. The unemployment rate is the highest that we have seen since the Great Depression, and the Federal Reserve has warned of an “extraordinarily uncertain path to recovery” with a fragile… Continue Reading  

How often do you access Zillow to check up on the value of your house? How often do you log in to your investment advisor’s website to check up on the value of your 401k plan? I am guessing you… Continue Reading  

In the last month or so, I have been involved with multiple clients who have been impacted by both poor and successful succession planning. Planning for the future is not always a welcome subject, because it often means the Patriarch… Continue Reading