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 money when you make a […]
Are Commissions Bad? Read More »
We recently heard a large, national firm use the slogan, “We do better when you do better,” and we couldn’t help but scratch our heads. On the surface it may
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
Don’t Lose Everything to a Nursing Home: Why You Need a Long-Term Care Compass Read More »
No one likes extra fees, especially when they are hard to understand or being intentionally hidden. You know the ones: the stealthy “service fee,” the suspicious sounding “surcharge,” or the
Protecting Yourself from Fees: Why You Need a Fee Filter Read More »
You probably don’t often think about how much your portfolio could go up or down at any moment—that is, until the market moves so much that it’s front-page news. Upward
Protecting Yourself from Market Risk: Why You Need a Market Flashlight Read More »
Let’s start with a hard truth: you don’t actually own all the money in your pre-tax retirement accounts (think IRAs and 401ks). Yes, most of it is yours, but the
Avoiding Greedy Uncle Sam in Retirement: Why You Need a Tax Map 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
The IRS may be switching up the regulations for inherited IRAs once again. If it feels like playing a game with a friend who changes the rules as they go,
The IRS Throws a Curveball on Rules for Inherited IRAs 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
Your Financial Plan Expired at Retirement. But How? Read More »
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 »