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 …

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 …

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 …

The media, advertisers, maybe even you and I, we are all prone to equating the accumulation of wealth to happiness. Yet probably the most …

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 …

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 …

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 …

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 …

With the exception of recent weeks, where uncertainty about last Tuesday’s election dominated conversation (more on that in a moment), typically, the …

Is a traditional retirement right for everyone? As a financial advisor for 25 years, I’ve helped thousands of people transition from work into …