We recently heard a large, national firm use the slogan, “We do better when you do better,” and we couldn’t help but scratch our heads. On the surface it may […]Read More
We’ve written extensively about the risk of long-term care, but most people don’t want to consider the possibility that they’ll need it. Unfortunately, statistics tell us there’s a 70% chance […]Read More
No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You know the ones: the stealthy “service fee,” the suspicious sounding “surcharge,” or the […]Read More
You probably don’t often think about how much your portfolio could go up or down at any moment—that is, until the market moves so much that it’s front-page news. Upward […]Read More
Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement accounts (think IRAs and 401ks). Yes, most of it is yours, but the […]Read More
What is an estate plan? How often should it be updated? What are the essentials for an estate plan? How do you protect assets from a nursing home stay? Watch […]Read More
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