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- Retirement Planning
What’s the single biggest expense that you will face in retirement? Housing? Recreation? The title of this probably gives it
- 2 min read
- Investing & Markets
The baby boomers have re-defined everything they’ve touched, from music to marriage to parenting and, more lately, to what “old”
- 2 min read
- Estate Planning & Giving
Q: How often do I need to review my estate plan? A: Once every three years is a general rule
- 1 min read
- Investing & Markets
I recently attended the Barron’s Top Independent Advisors Summit and one of the most fascinating sessions was on “Everything Investors
- 2 min read
- Retirement Planning
I am 63 years old and working part-time. I am considering drawing social security income early. Is this a good
- 1 min read
- Retirement Planning
Traditional IRAs, which were created in 1974, are owned by roughly 31.1 million U.S. households. And Roth IRAs, created as
- 2 min read
- Tax Planning
Who among us wants to pay the IRS more taxes than we have to?¹ While few may raise their hands,
- 2 min read
- Retirement Planning
If you’re like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday
- 1 min read
- Investing & Markets
Does the recent downturn in the market have you second guessing your investment choices? Don’t worry, you’re not alone. The
- 2 min read
- Investing & Markets
Planning for 2016 could be confusing and investors still need to be watchful. Rising interest rates, a volatile stock market,
- 2 min read
- Financial Planning
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family
- 2 min read
- Tax Planning
Protecting your identity is crucial in this digital age we live in. The IRS recently launched an educational campaign called
- 2 min read