A Comprehensive Comparison of Retirement Plans

How do you see your retirement from your mind’s eye? Are you living the same lifestyle during your retired life? Have you managed to get […]

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 […]

“Lower Investment Returns Ahead!” – (False Alarm?)

If you follow headlines in the financial press or read the blogs of various online “authorities,” you have no doubt bumped into many predictions that […]

There is a Better Way! – Why No One Talks About the Stock Market the Right Way

2016 has not been a great start for investors.  All of the major stock markets are in negative territory.  Actually 2016 is one of the […]

For RMDs (Required Minimum Distributions) Timing is Everything

When to begin taking Required Minimum Distributions (RMDs) has become an important issue in recent years, as more people delay retirement and continue to work […]