Articles

February 03, 2025 The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read Now

Recent Posts

October 20, 2016 3 Tips to Help You Avoid Common Scams

Are you retired or planning to retire soon? Just over the past year, after our Money Matters segment featuring our conversation with brazen IRS phone …

Read Now
October 14, 2016 Before You Stop Working, Consider These 5 Surprising Facts

For most of the last 25 years, I’ve worked with people to help them comfortably transition into retirement. But in an unexpected way, that’s all …

Read Now
October 06, 2016 3 Times You Should Call Your Advisor

People will occasionally ask me how often they should meet with their financial advisor. It varies from person to person, but I recently read an …

Read Now
October 06, 2016 A Health Roadmap for Pre-retirees and Retirees

“Feeling lonely (and doing nothing about it) makes no more sense than ignoring that you feel hunger.” –John T. Cacioppo, Ph.D., University of Chicago …

Read Now
September 29, 2016 3 Ways Low Interest Rates Could Derail Your Retirement

From home purchases to borrowing to investing, financial experts talk a great deal about how our current low interest rate environment is beneficial …

Read Now
September 22, 2016 6 Ways to Retire and Thrive in the Gig Economy

Have you seen DirecTV’s NFL Sunday Ticket commercials featuring retired Denver Broncos’ quarterback, Peyton Manning? One of the most beloved athletes …

Read Now