by Cheryl Norman | Dec 27, 2019 | Blog Post
There will most certainly be a lot of articles written this year with a play on words relating to vision. Optometrists refer to 20/20 vision as a reference point for an individual’s visual acuity, acuity meaning “clarity or sharpness” of vision. With that in mind,...
by Cheryl Norman | Jun 11, 2019 | Blog Post
Medicare Planning and Retirement Distribution Planning could seem like a long way off for some and more near-term for others. Becoming Retirement-Ready is a life-long endeavor. Certain strategies can be implemented pre- and post-retirement that could have the ability...
by Cheryl Norman | May 23, 2019 | Blog Post
If you are like many professionals in today’s workforce, chances are you have a 401(k) or two that remains with a prior employer. Perhaps you have created self-directed IRAs with your former company sponsored retirement plans. A systematic Roth conversion of these...
by Cheryl Norman | Jan 23, 2019 | Blog Post
I know you are organizing your incoming mail into piles this time of year for bills-to-be-paid and a folder for your 2018 Tax forms. Unless, that is, you elect to receive your tax forms via electronic delivery. If you are an electronic delivery client, please be...
by Cheryl Norman | Jan 23, 2019 | Blog Post
Here we are at the beginning of a new year. Does it seem like there is more noise in the press than normal? Is it noise or is it news? We have the government shut-down, trade talks with China, issues at the U.S.-Mexico border, interest rate hikes, Brexit…...
by Cheryl Norman | Oct 9, 2018 | Blog Post
News of the recent tax law changes have been in the press frequently over recent months. But, unless you have taken the time to evaluate the nuts and bolts of the new tax law, you may not be benefiting from your charitable contributions as much as you could be....
