Perhaps your doctor, lawyer, and accountant are trusted advisors. Through years of working with them, they have come to know your family and your particular needs. How about your investment Continue Reading →
Depending on your age, the idea of long-term care may be the furthest thing from your mind or something that you think about frequently. Whichever camp you fall into, it’s Continue Reading →
The mid-term elections have been dominating the news cycle lately, and we know from history that the markets typically do not like uncertainty. With the Democrats taking control of the Continue Reading →
In the United States, household debt is a fact of life. Ubiquitous credit card offerings and ease of use have made running up that debt deceptively convenient. If your nonmortgage Continue Reading →
Many people begin withdrawing funds from qualified retirement accounts soon after they retire in order to provide annual retirement income. These withdrawals are discretionary in terms of timing and amount Continue Reading →
Women often face greater obstacles when it comes to investing for retirement. On average, women work fewer years and earn less than men. This means that they have lower pension Continue Reading →
Did you know that the age at which many workers will qualify for full Social Security benefits has risen to 67 from 65? If that’s news to you, you’re not Continue Reading →
Dear Clients and Friends: The volatility that is often associated with the month of October has arrived with the market sell-off on Wednesday, October 10. Experiencing market declines and increased Continue Reading →
An efficient withdrawal strategy can significantly improve the overall performance and longevity of a retirement portfolio. Certain tactics for drawing cash from retirement assets may have more favorable tax implications Continue Reading →
The money you spend and invest can have a substantial impact on the world around you. That’s the idea behind Socially Responsible Investing or SRI. It allows investors to identify Continue Reading →