Question: I’m 62 and about to retire. Should I keep my term life insurance, or should I invest in a permanent life insurance policy? Scott Hanson: I …

Easy-to-Ignore Considerations that Could Cost You a Lot of Money How much income will you need once you retire? Our clients who are reading this know …

A step-by-step plan for finding good fits for you. Have you ever volunteered? I meet with a lot of recent retirees who are passionate about their …

When you hear the word “independent,” what comes to mind? It’s an important question for investors and people nearing retirement. That’s because, if …

Positive Outcomes from the DOL to You Consider the word “fiduciary.” In April of 2016, the term “fiduciary advisor” finally gained some much-needed …

As a plan sponsor, you are no stranger to the annual retirement plan review. And believe it or not, it is that time of year again! Although you may …

Question: We’re renters in an expensive market who will be retiring and relocating soon. (We haven’t decided where.) We’re on track to realize 100% …

How the Threat of Insolvency Could Impact Your Retirement Plan If you haven’t retired, and you’re counting on a specific amount of Social Security …

If you’re approaching age 62 and wonder about the “right” time to start collecting Social Security, you’re probably not alone. And in my experience, …

Question: My spouse handles the finances, what should we do to ensure I can handle them too? -Robin Answer: Robin, I often encounter couples where …