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Author: Scott LaValley, CFP®, CVA®, MSFS
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We are thinking of downsizing – Is now the time?

As time marches on and life changes, there are many homeowners who are thinking that soon they may want to make a change in their home situation. Whether the house is just too big, too expensive, too much to keep up or just looking for life enhancing move, a change is likely to happen. The real estate market is still...
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We love you but . . . it’s time to think about leaving.

Helping a child to successfully establish independence is never easy, and more challenging now. Rent prices are through the roof. College loans, car loans, medical insurance, and the dreaded credit card bills (thanks to Uber and Amazon) can make the financial aspect of leaving home seem very scary at the least.
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Planning Opportunities Ahead of the TCJA Sunset

There are several Estate Tax planning opportunities available to individuals to help prepare for the sundown of the TCJA and to take advantage of today’s favorable tax laws.
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Wealth Management Services are offered through Baldwin & Clarke Advisory Services, LLC (BCAS). BCAS is a Registered Investment Adviser with the United States Securities and Exchange Commission (SEC). BCAS’ Form CRS and other disclosure documents can be found here. The information in this website has not been approved or verified by the SEC, or by any state securities authority. Additional information about BCAS is available on the SEC’s website at: www.adviserinfo.sec.gov, using CRD #105666.

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