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 […]
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 […]
Are you worried that you’ll run out of money during your lifetime? Are you uneasy about the flat stock market and low interest rates? Would […]
In our 40+ years as wealth advisors, we’ve heard the question many times. Should I refinance? The reasons vary, but it typically comes down to […]
Today paying for college has become perhaps one of the greatest financial concerns for millions of Americans. This is completely understandable as college costs have […]
When should you meet with a financial planner? The short answer, now.
When do most people meet with a financial planner? After a significant life event occurs. The event, such as […]