News Archive
2019 Key Financial Data
2019 Key Financial Data Sometimes knowing where the answer is located is better than knowing the answer... We have put...
READ MORE >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...
READ MORE >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...
READ MORE >2018 Key Financial Data
2018 Key Financial Data Sometimes knowing where the answer is located is better than knowing the answer... We hav...
READ MORE >2017 Tax Consideration
Merry Christmas from Taylor & Williams! We hope that your days with family and friends are special as we celebrate God's ...
READ MORE >2017 Medicare Open Enrollment
2017 Medicare Open Enrollment Medicare’s Open Enrollment Period, from Oct. 15 to Dec. 7. It’s that t...
READ MORE >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...
READ MORE >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...
READ MORE >The Right Allocation Model
This writing on when to change investment models is from 2011, but still holds some timeless wisdom. Brent APPROPRIATE ...
READ MORE >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...
READ MORE >Rebalancing
This piece on Rebalancing was written back in 2010, but is still an important part of managing investments. Brent It is...
READ MORE >Estate Planning
This information was written back when Andy and Kystal Whitten had their first child. Some time has gone by since then,...
READ MORE >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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