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Old dogs, New tricks.

We are living in interesting times, the old curse. I think most of us have come to realize that this virus is a very serious matter and that we need to act carefully to protect ourselves and our families, and…

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New Laws for 2020

We have two new important laws that became effective January 1, and the first article in this month's newsletter addresses the SECURE ACT, which in some important ways changes how IRAs and other retirement plans work.
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End of Year Thoughts

Hello, Somehow it is (already) again the Holiday season. We recently attended our extended family’s holiday party which has been held for decades. The aunts and uncles are gone now, but for my last surviving Aunt, 97, who sadly didn’t…

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