Keeping an Eye on Global Activity
As much as we’ve heard protectionist and “America First” rhetoric in recent months, there’s no denying the fact that we’re part of a global economy and we are affected by Continue Reading →
Fuego Volcano Update from Joan
Most of you are aware of our personal connection to Guatemala. Rachel’s adopted son Ruben was born there. Our founder and former advisor, Joan, has retired to Antigua. Joan writes: Visiting Continue Reading →
The Downside of DIY Wills
Dont Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. Continue Reading →
Annuity Options: Choices Abound for Today’s Retiree
As the earliest baby boomers begin to enter retirement, the various income guarantees and other living benefits offered through variable annuities (VAs) are gaining in importance. Yet before you rush Continue Reading →
Overcoming the Lag in Women’s Retirement Saving
In general, women need more and save less money for retirement than do men. Overall, women accumulate less money for retirement than men, yet because they have a longer lifespan, Continue Reading →
Considering a Target-Date Fund for Your Retirement Plan?
Heres what you need to know about this popular investment option If you are like many investors, researching, selecting, monitoring, and adjusting your investments and asset allocation within your retirement Continue Reading →
Dreaming of a Royal Retirement?
Cash flow is king when thinking about your financial future Cash flow is like the water in the moat surrounding a successful retirement. It is an essential element of financial Continue Reading →
Tackle Financial Stress
How serious is the problem of financial stress? Seventy-seven percent of Americans live paycheck to paycheck,41% give themselves a C, D or F in personal finance, and 28% dont pay Continue Reading →
A Financial Plan for All Seasons
Grab your sunglasses — summer’s here, and it’s time to kick back and relax. If only it were that easy. It would be great if all your worries disappeared when Continue Reading →
Retirement In Motion
There are a lot of considerations that need to be made with regard to retirement and the preparation for that time. Here are some of the top line items to Continue Reading →