Sharing True Family Legacies

September 11, 2014

When we talk about inheritances, generally we think first about assets and real property. However, a recent survey found that 86 percent of baby boomers and 74 percent of Americans…

Cautious Optimism

September 9, 2014

According to Guggenheim Partners, the most recent data from leading economic indicators, ranging from hiring to housing, demonstrates that the U.S. economy is “firing on all cylinders.” However, CIO Scott…

Trading Your Business for Retirement

September 3, 2014

Instead of saving steadily for retirement, some small business owners plan to sell their enterprise for a lump sum that will fund their golden years. However, this can be a…

Equal, Yet Separate

September 2, 2014

The U.S. Declaration of Independence declares that all men are created equal and endowed with certain unalienable rights — such as life, liberty and the pursuit of happiness. However, new…

New IRA Rollover Rules

August 28, 2014

Starting in 2015, new rules will permit only one rollover per year from one traditional IRA to another traditional IRA. The new provision is designed to discourage IRA owners from…

Failure to Launch … a Materialistic Generation

August 26, 2014

Young adults have had a relatively tough time over the past four or five years. Entry-level jobs have been scant for the onslaught of recent college graduates, many of whom…

Medicare Enrollment: So You Say It’s Your Birthday?

August 20, 2014

If you turn 65 this year, you are entitled to Medicare benefits, so you need to sign up if you choose to receive them. If you’re currently drawing Social Security…

More or Less

August 19, 2014

Sometimes it feels like there’s just more to do these days. Our houses are bigger and our toys more sophisticated, so there’s more to maintain. On the other hand, we…

Join Us For An Evening With The American Chef

August 13, 2014

Ambassador Client Event Like None Other Enjoy a feast for the body and the mind as Chef Walter Scheib shares a sampling of his exquisite culinary expertise, as well as…

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