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Browse All Retirement Planning Articles, Videos, Podcasts
Retirement PlanningHealth care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines...
Retirement PlanningI know that figuring out how to pay for college is one of the biggest challenges families face today. I've seen many overpay for college and hurt their savings and retirement plans. I don't want that to happen to you. Below you will find a link to...
Retirement PlanningFinancial-aid award letters are often jargon-filled and confusing. You need to know how to evaluate what you are really getting. Better knowledge just might lead to a better aid package.Financial aid award letters are confusing primarily because...
Retirement PlanningFor the last several decades, conventional wisdom in the financial services industry has been that a prudent way to invest money, one that will provide sufficient yield and a hedge against downside risk, is to use a mix of 60% stocks and 40% bonds. ...
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Estate PlanningHave you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have, at a minimum, thought about it. The interesting thing is that, even if you were to “hit the jackpot”, often riches that fall into our hands can...
Financial GuidesSummer is here! And it's time for your Summer Key Planning & Investment Deadlines reference card. Every quarter, I like to send clients, family, and friends a reminder reference card of all the key financial deadlines heading our way over the next...
Retirement PlanningMany people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always.A basic tenet of tax planning is to put off paying taxes for as long as possible. By...