I’ve been advising clients for 14 years now. It feels like I’ve discussed, written, ate, slept and breathed investment commentary and asset allocation advice
Last week I shared two key ways the rules for retirement planning have just changed based on Congress passing what’s been called the “SECURE Act”. The rule
Part of coaching my clients through their retirement planning is being ready to make adjustments when the rules of the game change. And for many of my clients
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
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
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
In my experience, many of my clients have thought of retirement as retiring away from something. No alarm clocks or long hours. No stressful situations like
For some of my clients, the “accumulation years” (namely the years just before retirement) have become a time of financial hemorrhage. Sandwiched between adult
I’ve got baseball on the brain. ‘Tis the season for warmer weather with a cool breeze, cleaning out the garage, planting my garden and...baseball. I’ve also
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
Age is relative. How we feel from year to year probably depends on a litany of things other than just age, which many would say, “is just a number.” I felt that