Important News for Our Clients
January Insights
IT'S A BOY!


To New Beginnings!! Introducing our first grandchild, Kaiden Quinn

 “ You are never too old to set another goal or to dream a new dream .” — C.S. Lewis
 
There’s nothing quite like a new year to fill us with hope that we can become better than we were the year before. For some of us, that optimism fades by February when we realize how hard it can be to make big changes. The articles below may help you decide what you want to accomplish, and how to improve your chances for succeeding. It probably isn’t at the top of your list of fun things to do, but updating your estate plan may be one of the most important things you can do for your loved ones. I hope the articles below give you some ideas on how to address these critical (though emotional) topics. If you have thought about making your home “smarter,” you may want to read this summary of some of the new tech, including virtual voice assistants, thermostats, and lighting, and whether they make practical and economic sense to buy. Sometimes, what we DON’T do is as important as what we DO. Let’s resolve to never make these seven investing mistakes, especially when markets are volatile. Happy New Year! 
  
Best,
Maureen McShane
Articles of Interest 


It takes a lot more than writing down a resolution to make it happen . Change is hard but doable, if you approach it deliberately and realistically. Consider these 10 suggestions.

This year, resolve to either update your estate plan or get your plan started. This article provides guidance on issues like how to talk to your children, whether you need a trust, avoiding probate, and how to pass on IRAs the right way. 

 
Thinking of purchasing some of the new smart home technology? This article may help you decide which ones are right for your home and your budget.

No one is immune from making investing mistakes. It’s not so much what you know but what you do (or don’t do). Your chances of reaching your goals are higher if you can avoid making these common mistakes.



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