Too Young to Think About Investing? Think Again!
“How did it get so late so soon?” — Dr. Seuss Dr. Seuss’s whimsical take on life has been delighting children of all ages for generations. His simple, but powerful Continue Reading →
Month: June 2018
Potential Income Streams for Retired Women
Could you possibly arrange multiple income sources in retirement? On average, women receive 23% less Social Security income than men. In 2014 (the most recent year of data available), the Continue Reading →
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 →