Category: Personal Finance

Why Are Federal Long Term Care Insurance Premiums Rising?

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

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...

Is a Reverse Mortgage Right for You?

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...

Refinancing – Your Personal “Economic Stimulus” Package?

  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...

Tools for the Financially Wise College-Bound Parent

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...

Financial Planning: 5 Advantages to Starting Early

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...

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