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
Some people are rooted in their current place. It’s the home they’ve lived in their whole lives and it’ll be the one they live in for as long as they are
My kids love to read and sing songs. One of our favorites is “We’re Going On a Bear Hunt,” a 1989 children’s picture book about a couple kids and their dog
The marriage and divorce statistics make money issues between partners more complicated today than they have ever been before. Looking back in time, it used to
Do any of the following describe you?
- You’ve worked at the same job with the same company for 25+ years. You aren’t ready to retire, but the job is getting
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Lots of baby boomers are hitting retirement age. And with retirement come some pretty big irrevocable
No one wants to pay more than his or her fair share in taxes. Yet few have a good understanding of how their savings will be taxed over time. A good way
[youtube https://www.youtube.com/watch?v=E_pADxGMRJI]
Social Security remains a hot topic for my clients and one of confusion and concern. Unfortunately, there
[youtube https://www.youtube.com/watch?v=FtkPHe1w_aI]
Retirement planning can be simple, but it’s not easy, especially if you get too focused on all of the
[youtube https://www.youtube.com/watch?v=UvAoICSWDbI]
The final step in our retirement process is determining an appropriate allocation and assumption on rate
[youtube https://www.youtube.com/watch?v=nJH0-y_nP2k]
After you have identified your time horizon for retirement, your needs and resources and thus your lump
