Retirement Planning

5 Questions to Ask Yourself About Insurance in Retirement

Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary designations on their financial accounts. This is a must, and we’re happy to help our clients check those boxes. But part of planning your estate is also about trying to balance protecting it (through insurance) and… Continue reading 5 Questions to Ask Yourself About Insurance in Retirement

Retirement Planning

5 Tips to Help Money Last Until You’re 100

Every year I like to read the results of the “Retirement Confidence Survey” which aims to gauge the views and attitudes of working and retired Americans regarding the various aspects of retirement. Of all the questions in the survey (34), I tend to frequently quote the results of one. Of the current workers surveyed, only… Continue reading 5 Tips to Help Money Last Until You’re 100

ABCs, About Us, Retirement Planning, Uncategorized, Wealth Transfer

5 Things to Do, Financially, Before You’re 50

For many, the summertime means having a looser schedule and “longer days” with more daylight to get things accomplished. It’s a symbol of freedom; no school for kids, a popular vacation time, maybe even more casual attire at work. I’d venture to guess, it’s also the time of the year where people think about retirement… Continue reading 5 Things to Do, Financially, Before You’re 50

About Us, Retirement Planning, Uncategorized

Free Investment Advice Just For You (In 400 Words)

Investment advice is so commoditized these days that it’s almost like white noise. You can get it almost anywhere, and in many cases, you don’t even have to pay for it(!) Much to the dismay of traditional brokerage houses and traditional financial advisors. We offer advice too but happen to have strong opinions on what… Continue reading Free Investment Advice Just For You (In 400 Words)

Nearing Retirement, Retirement Planning

When Is the Right Time to “Grow Up”?

The title of my article this week could be misleading. Adam and I had a meeting a few weeks ago and the topic of “growing up” was discussed. Talking about “growing up” was not about maturity levels or responsibilities. It was about sitting down and thinking about the next phase of life for this gentleman.… Continue reading When Is the Right Time to “Grow Up”?