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Should You Plan for Long-Term Care? (The Answer is Yes)

There are some things in life where you’ll be fine to “wing it.” Unfortunately, paying for long-term care isn’t one of them. Recent data on the rising cost of…

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Are you Being Too Cheap in Retirement?

Retirement is a time to relax and enjoy the fruits of your labor. But how…


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How Financial Advisors Make Money

Ever wondered how much your financial advisor is really pocketing from your retirement nest egg?…


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4 Biggest Retirement Mistakes to Avoid in 2024 

Retirement should be a time of relaxation and enjoyment, not financial stress or regret. Unfortunately,…


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regrets

Five Common Retirement Regrets: A Guide for Those Approaching or Already in Retirement

Retirement is a significant milestone, a time to reap the rewards of years of hard…


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Retirement Guilt: We Hesitate to Spend, Yet Overlook Advisor Fees

All our working lives, we dream of what we’ll do with the money we’ve saved…


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Why Do Most Advisors Still Base Their Fees on How Much Money You Have?

Recently, a publication targeted toward financial advisors published an article wondering if advisor fees based…


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Dear Financial Advisor: “What Have You Done for Me Lately?”

As it turns out, “What Have You Done for Me Lately?” isn’t just a great…


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Mutual funds

When Mutual Funds Aren’t Mutually Beneficial

“Set it and forget it,” is the financial industry’s refrain for retirement success; as in,…


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