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Are Commissions Bad? 

Let’s talk about commissions. For many professions—like real estate agents, sales professionals, brokers and artists—it’s a compensation structure to which we’ve become accustomed. They make…

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social security and money

What Role Will Social Security Play in Your Retirement?


Figuring out how and when to elect Social Security can be downright puzzling, especially when it comes to ensuring you’re maximizing…



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market correction on way

Is a Market Correction on the Way?


Signs Point to a Change Coming in Q4   Are you biting your nails over recent headlines…



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Don’t Feel Confident About Retirement? This Might Be Why


A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a…



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What is an Annuity? And Could it Be Part of Your Retirement Strategy?


Ah, annuities: the product the financial services industry loves to hate. But are the hard feelings warranted?…



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Planning for Retirement vs. Planning in Retirement


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,…



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The Smart Retiree’s Cheat Sheet for Trusts


Find Out What Each Type of Trust Does (or Doesn’t Do)  For many of our clients, having…



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The History of Retirement Planning Might Surprise You


Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner and a…



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4 Dirty Secrets Financial Planners Don’t Want You to Know


Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You…



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