A Guide to Gifting to Your Heirs

Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.

Business Sale Issues

Download my favorite links including local Wilmington restaurants and attractions.

Medicare and Managing Health Care Costs in Retirement

Health care costs in retirement aren't going anywhere. Naturally, as our bodies get older, it costs more to keep them running. Let's look at the parts of this vital program and how it plays a part in your financial plan.

2025 Important Numbers

Tackle 2025 with the included important dates so you won’t miss any key deadlines.