How did long-term care insurance become what it is today? Long-term care insurance became popular in… [Read More]
Day-Traders Advising Retirement Savers
What qualifies as a legitimate news source in 2021 is certainly debatable. But certainly, the financial… [Read More]
Market Jitters & Missing the Elevator
Fear is a funny thing. We tend to not feel it when it would actually be… [Read More]
Preparing for Your Endless Summer
Retirement can seem like an endless summer with countless possibilities and adventures. Like the end of… [Read More]
Why You Need Access to a Vault
One of the biggest hassles at tax time can be gathering and organizing all the tax… [Read More]
What is Financial Planning?
In our experience as a financial planners, we’ve found many people are confused about what financial… [Read More]
Don’t Underestimate These Retirement Expenses
As people prepare to retire, a common mistake is the belief that their living expenses will… [Read More]
Four Signs You’re Ready to Downsize
Home ownership has long been touted as part of the American dream. But what happens when… [Read More]
401(k) Lawsuits Emphasize Employers Fiduciary Responsibility
Offering a 401(k) or retirement plan for employees is one of the best benefits an employer… [Read More]
Four Emotions That Can Sabotage Your Investments
Emotions can sabotage your financial plan and wreak havoc on your investments. Becoming emotional about investing… [Read More]