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Medicare Basics

Medicare Basics (6/2016 Newsletter) When can you sign up? Most people will become eligible for Medicare at age 65 and can sign up as early as three months prior to…

How Should We Allocate Our Investments?

How Should We Allocate Our Investments? (4/2016 Newsletter) One of the first questions that many prospective clients ask me is: What should we do with our investments? I usually reply…

Retirement Planning for Gay Couples – Part 2

Retirement Planning for Gay Couples, Part 2: Estate Tax, Wills, Health Care   An earlier blog post covered retirement planning for gay couples related to Social Security, Medicare, and retirement…