News Archive

2018 Trends in Long Term Care

Trends in Long Term Care   The last couple of years have seen significant changes in Long Term Care insurance (LTCi).&nb...

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2018 Importance of Estate Plans

Importance of Estate Plans   Everyone should have an estate plan. I love the line that the death rate still hovers aroun...

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2018 Key Financial Data

2018 Key Financial Data   Sometimes knowing where the answer is located is better than knowing the answer... We hav...

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2017 Tax Consideration

Merry Christmas from Taylor & Williams! We hope that your days with family and friends are special as we celebrate God's ...

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2017 Medicare Open Enrollment

2017 Medicare Open Enrollment   Medicare’s Open Enrollment Period, from Oct. 15 to Dec. 7.  It’s that t...

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2017 Key Financial Data

2017 Key Financial Data  Sometimes knowing where the answer is located is better than knowing the answer...We have put t...

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2016 Social Security Changes

SOCIAL SECURITY CHANGESNow is a good time to review your Social Security options due to some significant changes that were ma...

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The Right Allocation Model

This writing on when to change investment models is from 2011, but still holds some timeless wisdom.  Brent APPROPRIATE ...

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Tax Season is Here

This writing on taxes on investments is from 2011, but still a helpful explanation.  Brent As you are gathering all of y...

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Rebalancing

This piece on Rebalancing was written back in 2010, but is still an important part of managing investments.  Brent It is...

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Estate Planning

This information was written back when Andy and Kystal Whitten had their first child.  Some time has gone by since then,...

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Negative Information Overload

This writing was back in early 2009 as the stock market continued to fall.  The information can still be helpful in many...

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