What is the status of your estate plan? I’m not an estate planning attorney, but most of our clients have questions about strategically passing along …

Have you recently reached a career milestone, or gotten a promotion? Or, have you already retired? After you accomplish something meaningful, there’s …

A lot of you are exceptional savers. But as our long-term clients know, when it comes to retirement, you need to do more than just save. The very …

Retired? Getting ready to retire? What’s the biggest issue you’ll face? Not only is the answer to the above question important, it’s been my …

Do you know what your net worth is? Many people don’t consider the importance of their net worth until they start thinking about retirement. But just …

One of our longest-tenured advisors came to me to discuss the number of people who come in for their first appointments who are already working with …

Why Creativity is Good for Your Retirement Life Good for your health, good for your finances. Many people sacrifice and save for the future (and they …

It might be the biggest one. Once you retire, your out-of-pocket medical bills could eat up more of your retirement budget than anything outside of …

The “How long will my money last?” question is a common one that doesn’t have a simple answer. It’s pretty typical to think, “I have, say, $1 million …

Right up front, I want to make it clear that I’m not an accountant. No one except an expert in tax law should have the final say about your tax …