Long-Term Care
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 MoreWhat 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 MoreWe don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with […]
Read MoreA report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried […]
Read MorePlanning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two […]
Read MoreFind Out What Each Type of Trust Does (or Doesn’t Do) For many of our clients, having a trust is a must. That’s because in this life stage the focus […]
Read MoreSecret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can […]
Read MoreFind Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder […]
Read MoreIf you read our article on the One Thing Your Retirement Plan is Probably Missing, then you’re familiar with the threat long-term care can pose to your retirement savings. But […]
Read MoreYou Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make […]
Read MoreAre you asking your financial planner the right questions?
Download our guide "6 Questions to Ask Before choosing Your Retirement Planner" and find out.
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