Age Friendly Tax Tips

vibrant grandparents and young girl laying in grass 02252014

It’s hard to believe that another tax season is upon us!  But since there is no denying it, I thought it would be worthwhile to pass along these Top 10 Age Friendly Tax Tips!  These tax tips are particularly relevant to those over the age of 65 or those living with a disability. So, whether you file your […]

Why Fees Matter

why fees matter

No matter where you invest, investments have a cost even though it’s taken a long time for disclosure of those costs. After 10 years of deliberation and discussion, last year investment firms had to start reporting what clients are paying for their investments.  Those fees may not be on every statement you receive. Do you know […]