Recent Posts

“What am I going to do about healthcare?” While our advisors obviously get asked a lot of retirement questions, healthcare usually tops the list. …
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You're About to Witness History Being Made We’re on the verge of something we’ve never seen before: If the U.S. economy keeps growing until July, our …
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My brother was a lawyer for more than 40 years, and he recently retired. He seems to be struggling a bit with the transition. I plan on retiring next …
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Do you know the difference between tax preparation and tax planning? We can help. Because while they sound similar and are sometimes used …
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Let’s cut to the chase: When should you really apply for Social Security? It’s something we get asked every day. That’s because Social Security is …
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Have you wondered how long the good economic times will last? With Memorial Day kicking off the start to summer, now is a great time to look back at …
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Reader’s Question I’m 54 and have worked for the state of Kentucky for 20 years. Our pension fund is in terrible shape and I’m nervous I’m not going …
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Are you 100% confident in the decisions you’re making with your savings? We’ve seen a lot of hard-working people who are about to retire make a …
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When you think back to when you first began working, didn’t retirement seem like it was a lifetime away? Yet, here you are. Every decision you’ve …
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Resulting, and 3 Things to Look For In her bestselling book, Thinking in Bets, Annie Duke, former World Series of Poker champion, refers to a very …
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