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Insights

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March 2019 Client Letter

It’s common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway’s chairman and CEO, Warren Buffett, is famous for many things, but his annual letter to shareholders in an event many investors anticipate most eagerly.

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Medicare Planning Checklist

Medicare is a complex program. Use this checklist to help you stay on top of enrollment and make the process easier. Follow the steps in order and contact us if you hit a roadblock. Missing the deadline can be costly, so please do not put it off if you are 64 years old.

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Pre-Retirement Checklist

These are the categories of what you need to think about before you retire whether you are stopping work early or about to hit age 70. Discuss Retirement Goals and Aspirations with your spouse if you are married, and then your advisor. Will you work in retirement? How does family fit in? How will your day to day be changed?

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