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 that you will need long-term care if you’re 65 or older. If that’s surprising to you, it’s because the prevailing strategy for preparing for 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 Anna break it all down on the Expedition Retirement Show℠.Read More
We 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 an expired financial plan? How much damage could it really do? An expired financial plan won’t give you a case of food poisoning, but its […]Read More
A 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 whether you’ll have enough money in retirement, then you probably know the feeling well. What’s driving the apprehension and what can be done to boost […]Read More
Planning 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 different things. Everyone understands the need to plan for retirement. But for some folks, it’s news that the planning doesn’t stop once you get there. In […]Read More
Find Out What Each Type Does (or Doesn’t Do) in This Table For many of our clients, having a trust is a must. That’s because in this life stage the focus shifts from building wealth in the climb to retirement to tackling the other side of the mountain—preserving that wealth so it lasts through (and beyond) your retirement. Trusts can […]Read More
Secret #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 deliver outsized returns? Well, it’s a good thing if you’ve been skeptical of their claims, because almost no financial planner can consistently beat the market. Why? Because they’re human. Very […]Read More
Find 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 some folks don’t feel comfortable asking even the most basic questions. That’s why today, we’re going to tackle one of those questions: what is a […]Read More
You 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 your life infinitely easier. While we can’t vouch for whether their claims are true, we do know one thing that will do the trick: a […]Read More
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