Suitability vs. Fiduciary Standards…It Matters!

By |August 17th, 2016|

If you are anything like us, you are always busy — right?

We tend to make time for what is most important to us but never […]

Why Are Federal Long Term Care Insurance Premiums Rising?

By |August 12th, 2016|

Last week we met with a long-time client who retired from the federal government. Prior to retiring, she had the foresight to purchase the long […]

Why You (and NBA Players) Need a Financial Plan

By |August 10th, 2016|

In recent weeks, we’ve witnessed an obscene amount of money being dealt to NBA free agents.  Dwyane Wade signed a 2-year contract with the Chicago […]