Articles

Most of the retirees I work with report that they’ve never been happier. But are you as busy as you’d like to be? Retirement is a huge transition. In fact, even several years into retirement, a majority of the people that I meet with report that the...

Retirement: You’re either neck deep in it or you’re thinking about it. I’m thinking about it. What my life will be like when that day arrives. But in an increasingly expensive world, how do you avoid running out of money? By making good decisions,...

Are you going to leave a retirement account to your heirs? On average, a person who dies with their retirement account mostly intact leaves about $177,000 to his or her heirs.[1] And while that’s probably not enough to chuck it all and move to the...

The media, advertisers, maybe even you and I, we are all prone to equating the accumulation of wealth to happiness. Yet probably the most oft-repeated proverb of all time is “Money doesn’t buy happiness.” So why the disconnect? Why is retirement...

Your retirement is about much more than just saving money. It’s about making informed decisions that help you “draw down” your assets in the most efficient and cost effective way. Here are four keys that could help you preserve your savings so you...

Newsflash! There was a Presidential election on November 8th. (Just in case you didn’t know.) It seemed like the election would never get here. And now, just like that, it’s finally over. No matter who you voted for, the completion of the election...

The Rocket Science of Risk Management When we take a look at the historical feats that NASA has been able to accomplish, from putting a man on the moon to capturing images from Mars, one of the biggest reasons that these missions have succeeded is...

Quick, what’s your credit score? Let’s assume that you’re retired or preparing to retire. Perhaps you have money saved in a 401(k), or in a Roth or outside investments, and Social Security is either coming in, or waiting out there someplace in your...

With the exception of recent weeks, where uncertainty about last Tuesday’s election dominated conversation (more on that in a moment), typically, the two most commonly asked investment questions I hear are: Is a stock market correction inevitable,...

Is a traditional retirement right for everyone? As a financial advisor for 25 years, I’ve helped thousands of people transition from work into retirement. Yet over the past two decades, I’ve come to a surprising realization: I may never completely...