Latest News | Retirement

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Racing for Retirement

The casual Thoroughbred horse racing fan will often make picks based on the color of the jockey's silks, or their "lucky" number. And while this approach can be fun and could yield a winner from time to time, there is also value in researching and learning as much as you can…

Navigating Retirement as a Couple

When it comes to retiring as a couple, it’s best to begin the conversation and planning early. Do you call the doctor before or after you get sick? Do you call your homeowners insurance agent before or after your house burns down? Do you fill up your car before or after you…

Social Security Changes

Earlier this month, our government, which can never agree on anything, amazingly managed to find agreement among officials both Democrat and Republican, on something! That something was, rather than cutting expenses, a decision to raise the debt ceiling instead, as we have…

Leaving a Legacy - Or Not?

Last week I happened to be at my country club and accidentally walked into a presentation by an estate/legacy attorney that he was giving to potential clients over dinner. I pulled a quick about-face – I was in golf attire after all! – but I overheard him say, “It’s all…

How to Retire - Our Guide to Getting it Right!

Many client families can walk into our office and can tell us precisely at what age they want to retire, and how much money they’re going to need to do so. Many people are confident about those two factors. However, when those statements end, that’s when the questions begin!…

Creating Your Retirement Blueprint - New Roof or Full Remodel?

What comes to mind when you think about replacing your roof? Spending money you’d rather spend elsewhere? Tedious decisions such as tile versus shingles or metal? Now think about remodeling your entire home. Are you picturing yourself in a comfortable new oasis that suits…