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Those Pesky Taxes

Benjamin Franklin, one of the Founding Fathers of the United States, famously stated: “in this world, nothing can be said to be certain, except death and taxes.” While we will all have to deal with death, we have the ability to look at taxes and employ a smartly executed plan to reduce the bite around that […]

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Going Solo Into Retirement

“I’m single, not by choice, because I am widowed,” said a woman in her sixties as we began to discuss retirement options. “I thought we’d retire together, but my husband had a heart attack.” The message was clear and while it sounded simple, I knew it wasn’t. “Arranging an international move isn’t something I wanted to […]

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