New year, new positioning. The investment community loves annual outlooks. Do you act or let them become part of your past, like Sears Wish Books?

Don’t let these year-end opportunities pass, be proactive with your to-do list.

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.

There’s more to investing in bond funds, ETFs and portfolios than just asking for the yield.

Seems like yesterday whispering Bowie’s “Changes” as a lullaby, in 12 years our baby is touring colleges and dreaming of possibilities.

Like being philanthropic? Who doesn’t. What happens when your gifting becomes large enough to set your own terms? An introduction to private foundations.

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.