Category: Blog

Age discrimination is not only a workplace issue. For example, recent research from Boston College Center for Retirement Research reveals that older home sellers have a lower rate of return on their housing investment. A large data set of repeat home sales was examined, with holding periods of less than three years filtered out so…

This is the time of year to do some spring cleaning. Some even suggest taking everything out of the house, doing a full clean, and putting everything back. This would be a great moment to realize how many things we don’t actually need in our lives. However, as suggested in our earlier blog, Spring Cleaning,…

Accidental falls are on the rise, which may not be surprising given the concurrent rise in the elderly population, but just how much falls have become more frequent is likely to raise a few eyebrows. According to USAFacts.org, deaths from accidental falls have tripled since the year 2000. They even have outpaced deaths from car…

The trust industry is continuing to grow as a whole. According to data from trustupdates.com, the trust industry asset average growth in the first half of 2025 was 5%, and assets in Investment management accounts grew 8%. Part of that is market growth, and part of it is more people raising their hands and saying…

Last month you may have noticed signs in gas stations reading $999 for the Powerball jackpot. The signs weren’t designed to go into the billions, so that’s their max readout, but the winning ticket (should it be an individual ticket) exceeded millions into more than a billion dollars! Many of us dream of being suddenly…

The great wealth transfer is coming, and some may have considered it started already, yet we are woefully underprepared. Not just millions or billions of dollars, but trillions of dollars that will need to be transferred. Not just one or two trillion dollars, but twenty to thirty, and some estimates suggest even more. According to…

Weddings are happy and momentous occasions, turning points on the path of life. In the exciting preparations for the celebration, sometimes the financial implications of the new marital partnership can be overlooked. These will affect the newlyweds, of course, but there are also considerations for the extended family. Personal income taxes For tax purposes, there…