Written by Lyle Benson, The recent volatility in the stock markets here and around the world got us thinking again about tax planning strategies that might make sense when we do go through the inevitable downturns in the markets.
Written by Chis Benson, When you have a budget, you limit the amount you spend each month in any particular category of spending.
Written by Lyle Benson, You have undoubtedly heard from us (many times) that nobody has a crystal ball regarding the short term direction of the markets.
Written by Lyle Benson, As the population of our country ages and lives longer, we are seeing more situations where we are working with our older clients (and often their adult children) dealing with cognitive impairment and related issues.
Written by Lyle Benson, We spend a lot of time helping clients address retirement planning issues.
Written by Chris Benson, Maybe we just need to come up with a better way to analyze what we save and what we spend, then we can focus on these more important behaviors more.