4 min read
Like lottery winners, recipients of large legal settlements can sometimes end up broke a few years after receiving a large sum of money. In many cases, people become bankrupt because they don’t have a financial plan. A financial advisor can create a...
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6 min read
A common question we hear from clients is, “How much do I have to save if I want to retire early?” The right answer depends on your target retirement...
3 min read
Many people pay for a will or trust and assume their estate planning is done. Unfortunately, without proper beneficiary designations, an estate can...
5 min read
Choosing a senior living community or retirement home can feel overwhelming, especially if you only have a short timeframe to decide. Use the...
6 min read
Investors often hear they need a diversified portfolio that includes both stocks and bonds. Municipal bonds, also known as "munis," are a popular...
5 min read
Many people live independently into their early 80s, but one slip, trip or fall can lead to drastic lifestyle changes. Having a plan in place can...
6 min read
Paying for a child’s education is an expensive undertaking, and student loan debt can make the cost even higher. Understandably, many parents want to...
6 min read
Trump Accounts are a new type of investment vehicle to help young Americans save for the future. They have rules that are similar to an Individual...
5 min read
There are some long-standing retirement “rules of thumb” that still show up in conversations all the time: Withdraw 4% a year, and you’ll never run...
5 min read
Tax season can be stressful, especially if you start just a few weeks before the filing deadline. Avoid tax-time panic by gathering required...
