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Change Creates Opportunity

Change Creates Opportunity

If change creates opportunity, then this year should be one for the record books. Three days before Christmas, the Tax Cuts and Jobs Act became the law of the land. Good news for business owners: The corporate tax rate was literally sliced from 35 percent to 21...
When Tea for Two Becomes Tea for One…

When Tea for Two Becomes Tea for One…

We recognize that the cost of living is not going down. Yet, retirement plan distribution options often provide a smaller benefit to the surviving spouse. Even our Social Security benefits are reduced to the surviving spouse. So how can you help protect against loss...

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