Monthly Archives: October 2015

5 Things to Consider when Preparing an Estate Plan

For most individuals, preparing an estate plan is not high on the list of fun things to do. Deciding the fate of your belongings when you pass away can be a complicated and difficult task. This is especially true of … Continue reading

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Medicare Cost Increases

The same time it was announced that Social Security recipients won’t receive any increases in their benefits, the government was announcing that certain Medicare participants would be paying dramatically higher premiums for Medicare Part B, the highest price jump in … Continue reading

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No COLA, No Cry

You’ve probably heard by now that the 2016 cost of living (COLA) adjustment for Social Security benefits is zero—the third time this has happened in the last seven years. (2010 and 2011 were the other recent years.) In fact, Social … Continue reading

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How to Teach Kids About Investing

From the desk of Charlie McCullough This past September, my daughter Ava started 1st grade. There are so many exciting things that happen in the formative years of school. Last year she started reading and writing and this year comes … Continue reading

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Tax Considerations for Medical Professionals

The end of the year is rapidly approaching, and with it comes the necessary task of reviewing tax documentation. Preparing tax returns is rarely fun, but it is vitally important, especially for high earners. With that in mind, here are … Continue reading

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