As part of the recently approved 1.7 trillion-dollar spending bill, Congress has approved a measure known… [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]
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]
Does Your Business Have a Succession Plan?
We recently had a client who owns a medical practice ask when he should think about… [Read More]
Three Steps the “Sandwich Generation” Can Take to Avoid Depleting Retirement Funds
Middle aged adults are increasingly being referred to as the “sandwich generation,” as they face the… [Read More]
The New Way To Retire: Doing What You Love
Working isn’t for everyone, and neither is retiring. Your passion might be the answer.