Private Banking

Millennials: Is It Time for a Plan?

July 31, 2018, by John Norris

Millennials often get an undeserved bad rap. Older folks call them entitled and lazy, just like the prior generations call them. However, let’s face it: our young people are growing up in a hypercompetitive world, and our society arguably hasn’t done a great job indoctrinating them into the free enterprise system and stacking the deck against them. We can point our fingers of blame any which way, but it won’t solve anything. At some point,...

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A Checklist for Surviving Spouses

July 16, 2018, by John Norris

According to experts, the death of a spouse is the most stressful life event one can have. Whether it is unexpected or imminent, death is always a surprise. However, putting your financial house in order afterwards doesn’t have to be. The following checklist highlights a few things will help ease a small part of the stress during the grieving process. While it is no means exhaustive, crossing off these items will help you feel like...

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Your Retirement Checklist

July 2, 2018, by John Norris

Let me start by saying: there is NO universally accepted amount of money on which to retire.  You can retire on as much or as little as you wish, as long as you are comfortable with what you have. With that said, the more you have, the less your lifestyle will change and, laughingly, the more your children will visit. Since there isn’t really an optimal dollar amount, there isn’t really a perfect way of...

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2018 Tax Changes: FAQ’s

June 25, 2018, by John Norris

I am not a CPA, and won’t pretend to know all of the various ins and outs of last year’s tax reform legislation. That doesn’t mean people don’t want to know about it, which they do. Instead of reinventing the wheel, I decided to find a short, informative article which hits a lot of the key points. After sifting through a number of them, I found the following to be just about exactly what I...

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