Blog & Articles

Updating Your Estate Plan

August 21, 2019

An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions on your behalf…

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Not Your Parents’ Retirement:

August 13, 2019

How Retirement Has Changed Over the Last 30 Years The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned. There was no Uber or Airbnb. Social media was unheard of and virtual reality was…

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Will You Avoid These Estate Planning Mistakes?

August 7, 2019

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid. Doing it all yourself.…

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Do You Know Your Risk Tolerance?

July 30, 2019

In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any…

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Taking Charge of Your Financial Life

July 24, 2019

When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes…

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Incapacitation: A Hidden Estate Planning Risk

July 16, 2019

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate planning can be used to minimize probate costs, manage taxes, and distribute your assets to your loved ones in the…

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3 Tips to Achieve Financial Independence Before You Retire

July 9, 2019

Fireworks, parades, and pool parties. That’s what comes to mind for most people when they think about the Fourth of July. The holiday is a great midpoint in the summer to enjoy a couple days off work and celebrate with friends and family. Amid the…

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3 Affordable Tropical Locations for Your Retirement

June 26, 2019

Summer has finally arrived. It’s time for sunshine, barbecues, and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll…

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