Building the wealth you need to meet life's challenges requires imagination, focus, discipline, and time. The process is more complex than ever before because the…
Dan KerrDecember 2, 2020
Some folks have been tapping or suspending their retirement savings to make ends meet during this COVID-19 pandemic, and although understandable, it is important that…
Dan KerrDecember 2, 2020
If you can’t wait for 2020 to be over, you’re certainly not alone. But don’t let the myriad terrible things about the year distract you…
Dan KerrDecember 2, 2020
Making the decision of whether to stay or go into retirement can be a tough one. Aging in place– or remaining in one’s home during…
Dan KerrNovember 2, 2020
The COVID-19 pandemic has certainly focused our attention on health issues. This year is probably the first time in many people’s lives that they were…
Dan KerrNovember 2, 2020
With life expectancy on the rise, retirees face the risk of outliving their money. During the later years, covering costs for custodial care can be…
Dan KerrNovember 2, 2020
November is Long-Term Care Awareness Month, serving as a reminder of the importance of financial, insurance, tax, and legal advisors to help clients who are…
Dan KerrNovember 2, 2020
One frequently overlooked tax benefit is the spousal IRA. Generally, IRA contributions are only allowed for taxpayers who have compensation (the term “compensation” includes wages,…
Dan KerrOctober 29, 2020
It’s a startling statistic. 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020…
Dan KerrOctober 22, 2020
Some of the best advice that financial planners are giving to their clients today is not about their wallets – it’s about their overall lifestyle…
Dan KerrOctober 13, 2020
Whether young or not-so-young, we all have had dreams of what we might want to do if we had no financial concerns. But, did you…
Dan KerrOctober 7, 2020
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An Assorted Pick
If you are a parent who worries about what your wealth will do to your children, you are not alone. Many clients want to leave…
When beginning to build their families, few parents expect to have a child with special needs. However, the experience is surprisingly common and affects millions…
