Articles

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 …

Your retirement income has to come from someplace, right? An informal poll of our advisors revealed that a lot of clients aren’t entirely comfortable …

If I could wave a wand and magically put an end to any single non-violent category of crime, I might choose elder financial abuse. Do you have …

You’re reading this article, which proves that you’re at least thinking about retirement. But I’ll take it a step further, and assume that it’s …

Sure, with consistent saving and investing (and a truckload of luck), your retirement could turn out straightforward. But I’m sorry to say that, more …

You’ve probably thought about moving to a new region, or maybe even another country. 60 percent of all people between the ages of 50 and 65 consider …