Important News for Our Clients
Our May Insights Are Here!

  “Family and friendships are two of the greatest facilitators of happiness.” — John C. Maxwell
 
 
Summer is approaching quickly and I am sure most of us are looking forward to warm days outside, weddings, graduations, vacations and the Fourth of July. Yes, there are still headlines about volatility in the stock market (see the brief video in this issue to help put that in perspective), but since you know your long-term plan was designed to weather these short-term storms, you can focus your attention on other important things: like family. One issue I know many families are grappling with is how best to manage the rewards and challenges of aging relatives. We’ve included helpful information below, including questions to ask if you are considering sharing your home with an aging parent. I hope you have a great summer. I hope all the mothers out there enjoyed their Mother's Day. You enrich the lives of so many!
 

Quarterly Perspectives
This video offers perspective on the latest market and economic headlines and puts them into context for long-term investors.
Now that tax season has come to a close, are you wondering how long you need to save your tax documents? Read the article below for answers.

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Caring For An Aging Parent
Are multi-generational households a nice tradition or becoming more of a necessity? With an aging population and health care costs rising to record levels, families are facing this question more often. Within the article below, there are some useful ideas to consider if you think this could be in your future.


Just as you should review your tax and financial situation when you have children or get married, you should also do this when you become the primary caregiver to a parent. Read below about potential tax breaks that are possible based on specific situations.


Watch AARP's family and caregiving expert, Amy Goyer discuss caregiving below
There are many resources available for caregivers.
Below are a few sites with a variety of helpful information:





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Financial Advisors do not provide specific tax/legal advice & this information shouldn't be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
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