[vc_row][vc_column][vc_column_text responsive_align=”left”] New 2018 Medicare Surcharges Medicare Part B and D Premium Increases By Norm Miller, former Senior Wealth Manager at Versant Capital Management (retired) The end of the year, tax news was...
How recency bias makes us forget about history Mitchell Barr, Client Associate As I was relaxing poolside on July 4th shoveling my face with hot dogs and potato salad, my lovely grandmother, who is always looking out for me, asked about work. I told her I was starting...
Norm Miller, Senior Wealth Counselor Each fall, Duet, a non-profit organization that promotes health and wellbeing through a broad range of free services to older adults who need one-on-one support, sponsors a free financial planning workshop. The target...
Erin Itkoe, Senior Wealth Counselor When our kids go to college, we spend countless hours evaluating their housing options. Shouldn’t we do the same for ourselves as we age? A key component of long-term retirement planning is addressing current and future housing...
Liz Shabaker, Principal & COO Last month I attended the Schwab Impact Conference in San Diego, an invitation-only industry conference, where advisors came together with influential presenters, exhibitors and subject-matter experts to learn about and...
