Before you go on a journey, you probably check to make sure you have everything you need—like the appropriate tools and the right team lined up to help you […]
Why We Only Work with People In or Near Retirement Read More »
When you open your IRA statement, it’s hard not to feel excited when you see the number with all those zeroes behind it. But you know who else is excited? Uncle
How Much of Your IRA Belongs to Uncle Sam and What to Do About It Read More »
If a friend or family member were to ask what your investment style is, would you say “active,” “passive,” or “something passive aggressive”? If the latter, you’re probably in the majority.
Active vs. Passive Investing: Which is Best for Retirees? Read More »
It All Comes Down to Want vs. Need Congratulations, you’re the next contestant on The Risk is Right! Guess the right amount of risk for your portfolio and you’ll win
How to Determine the Right Amount of Risk in Your Retirement Read More »
Figuring out how and when to elect Social Security can be downright puzzling, especially when it comes to ensuring you’re maximizing what you’re entitled to. Good thing a retirement planner knows what to do. And
What Role Will Social Security Play in Your Retirement? 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
Don’t Feel Confident About Retirement? This Might Be Why Read More »
Ah, annuities: the product the financial services industry loves to hate. But are the hard feelings warranted? Let’s breakdown why annuities got so bad a rap and whether today’s products
What is an Annuity? And Could it Be Part of Your Retirement Strategy? 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
Planning for Retirement vs. Planning in Retirement Read More »
Find 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
The Smart Retiree’s Cheat Sheet for Trusts Read More »
Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner and a financial advisor and why it’s important. But to truly understand why retirement planning matters,
The History of Retirement Planning Might Surprise You Read More »