Beware Online Retirement Calculators
Many leading financial institutions offer free web-based calculators that attempt to gauge your retirement readiness based on current...
Sell in May, Go Away? No!
The popular financial press is rife with common investing myths that don’t hold up under close scrutiny. One of the most common myths is...
What You Spend In Retirement Is More Important Than How You Invest
A critical element of establishing a plan for retirement is setting an appropriate asset allocation, especially as you approach the time...
Conflict Of Interest Rule A Major Win For Investors
The Labor Department on Wednesday unveiled new rules designed to protect investors with retirement accounts from stockbrokers, insurance...
Social Security & Changes To Claiming Strategies
The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming...
Are You Planning To Live until 100?
When our republic was founded 240 years ago, a citizen could expect to live about 35 years. Now, most people expect to live that long...
Charitable Giving From Your IRA
If you are charitably inclined, it may be beneficial to make your donations directly from your Individual Retirement Account instead of...
Successful Investing In A Low-Return World
In this white paper, we review a wide range of investment research and analyst sentiment that calls for significantly lower returns from...
WSJ MarketWatch: 1 in 4 Americans is saving nothing for retirement
An this article, financial writer Chuck Jaffe reviews a recent study from the COUNTRY Financial Security Index showing that one in four...
Wealth Planning. How Clients Benefit From Our Process
In this video, learn more about our planning process and how we develop financial strategies tailored to specific client needs.