Darcie Guerin

While conducting our year end account reviews one of the topics we cover is, if the opportunity is available, should an individual take a distribution from an existing IRA and roll it over to a Roth IRA? Eligibility to elect ...

The Friday after Thanksgiving is traditionally a quiet day in the market, so I chose to work remotely from our daughter’s dining room table that morning

While driving around Naples the other day, enjoying the Christmas decorations, it dawned on me why I’m feeling so much more festive this year than I did last year; last year, we’d just experienced near economic collapse; no wonder I ...

Residents of Southwest Florida rely upon different signs of fall than do our friends in New England.

“Knowledge is power. Knowledge shared is power multiplied.” Robert Noyce, Microchip inventor, 1927-1990

“The United States invariable does the right thing, after having exhausted every other alternative.” Winston Churchill

In spite of our unseasonably warm weather during October, it occurred to me that it was time to drop off our winter bedspread at the dry cleaner. It did feel a bit odd lugging the oversized blanket out of my ...

“Beware of endeavoring to become a great man in a hurry. One such attempt in 10,000 may succeed. These are fearful odds.” Former British Prime Minister Benjamin Disraeli.

We’ve all heard Ben Franklin’s remark about the certainty of death and taxes, but notice he didn’t say a word about the size of the tax bite.

Are you and your partner in a committed relationship, but not legally married? Planning for the future may be even more important – and very likely more complex – than it is for your married counterparts.

“You bluffed me! I don’t like it when people bluff me. It makes me question my perception of reality.” Diane Frolov, “Northern Exposure” creator, 1992 television show.

“Life engenders life. Energy creates energy. It is by spending oneself that one becomes rich.” Sarah Bernhardt, French actress, 1844-1923

The best laid plans of mice and men often go astray. An idea or action may appear brilliant at the moment, yet unintended consequences may easily overshadow the original motives and good intentions

In each of our lives, there are a handful of days we will always remember as truly significant.

There is rarely a day that goes by that we can’t learn or relearn something of value.