Enjoying and Caring for Family and Friends

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“Family and friendships are two of the greatest facilitators of happiness.” — John C. Maxwell


Summer is approaching quickly and we are looking forward to warm days outside, celebrations like graduations and the Fourth of July, and relaxing vacations - we hope you are too!

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 we 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.

We also cover some tips on how long you need to keep your tax documents around as well as some unique gift ideas for Mother's Day.

We hope you have a great summer and we want to wish a very Happy Mother’s Day to all the mothers who enrich our lives!

Quarterly Perspectives (Video)

This video offers perspective on the latest market and economic headlines and puts them into context for long-term investors.

15 Unique Gifts for Mom This Mother's Day

Each of the mothers in our lives is unique and therefore deserves creative and memorable recognition, and of course lots of spoiling! Brighten her special day with these original and imaginative gift ideas.

When It's Safe to Shred Your Tax Records

By now most of us have filed our 2017 taxes. But how long do you have to hold on to the actual files? If storing endless paperwork in your garage or guest room is driving you nuts, discover when you can safely dust it off and send it through a shredder.

Considering Moving Your Loved One Into Your Home?

Are multigenerational 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. Here are some useful ideas to consider if you think this could be in your future.

We hope you enjoyed our blog post - please share it with your friends who may also find value in the information we shared!