Articles

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 …

The 20th Century gave us thousands of scientific breakthroughs, but arguably the greatest of all has been an increase in life expectancy. A person …

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 …

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 …

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 …