Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday"1 where I read that online
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the number one concern of retirees. You
I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks another year of my life come and gone
Welcome to the holidays, which can be the most expensive time of the year! From thoughtful gifts for grandchildren, to gifts that say, “I love you” to a
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just
There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For others, it can be
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be
No one starts and runs a business without a little help along the way. I've gotten a lot of help from people that probably didn't even know they
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit us all the time, asking us to
Alert: Read the Fine Print!
As independent financial advisors, we don’t represent any one firm, strategy or product. So financial service vendors solicit
