by Chris Pelkola Lee | Feb 27, 2018
We’ve all heard of the ‘silver tsunami,’ baby-boomers retiring en masse, and the movement is well under way. Employers are still struggling with how to deal with the turnover in talent, even though they knew it was coming. It’s affecting every...
by Chris Pelkola Lee | Feb 13, 2018
Thinking of buying your first home? Wondering where to start? There are five critical considerations to keep in mind before you get in the car and start shopping homes. These items address your lifestyle, financial health and ongoing costs of home ownership. And they...
by Chris Pelkola Lee | Feb 8, 2018
Federal Tax Reform Tax reform in one year. It was hairy, but we pulled through. Now that it’s law, what did change and what stayed the same with regard to your home or real estate? What of tax reform and real estate? Exclusion of Gain on Sale of a Primary...
by Chris Pelkola Lee | Jan 22, 2018
You’ve worked hard your whole life. And you’ve been planning for retirement for the last ten years. Now here you are, ready to take the plunge. And yet, you wonder…do I have enough money to retire? This answer will vary from one scenario to another....
by Chris Pelkola Lee | Dec 26, 2017
Congratulations, you’ve survived the Holiday Season! You are now ready for the last tip in our series… Week 8: Declutter Yes, again. After you recycle all those boxes and sort through the madness, did you find yourself with a few new White Elephant gifts?...