Articles

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 …

Did you know that Warren Buffet still lives in a house he purchased in 1958 for $31,500? While the list of wealthy people with frugal spending habits …

Are you over 50 and hoping to retire in a few years? Do you still have a mortgage? Perhaps you’re wondering whether you should accelerate your …

What are your biggest concerns about money and retirement? While it’s nice to read articles that emphasize the positive, it’s often the mistakes we …

Are you going to help your grandchildren pay for college? Besides saving for their own retirements, many of our clients ask us to devise plans to …

You’re getting better. That’s right! Contrary to popular culture’s sometimes irritating depiction of people over 50, recent university studies prove …

Are you comfortable talking about money? Most people aren’t. A recent survey of 5,000 Americans found that personal financial discussions are …

When you were 25 years old, you probably never considered your health. But when you’re 65, thoughts about your health are pretty much a constant …

While I certainly hope that no one reading this is currently involved in a fight with their insurer over the rising costs of their universal life …

Funneling money into your Roth when your income surpasses the IRS’s limits A Roth IRA is a great way to build wealth. That’s because not only is …