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Wealth Makeover

Published March 28, 2015 in Plan Wisely , Published , S.A.F.E. - 0 Comments
Wealth Makeover

Updating your Wealth to Address Present and Future Needs ​Have you collected a mixed bag of assets over the years? ​Do they still serve the purpose they were originally intended to serve?​Do you need a Wealth Makeover?​​Many of my client acquire an enviable collection of assets, entities and titled accounts; some of which no longer […]

Healthcare Costs in Retirement

Published August 10, 2013 in Plan Wisely - 0 Comments

Americans workers are split about 50/50 when asked if they are confident they will have enough money to pay for medical expenses in retirement. In a 2013 survey, 52% of all workers reported they were “not too” or “not at all” confident they would have enough money to pay for their medical expenses in retirement. […]

Retirement Planning doesn’t end at Retirement

Published July 25, 2013 in Plan Wisely - 0 Comments
Retirement Planning

​ The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life—and through different economic and market conditions. Experts have studied portfolio longevity or […]

Where Will Your Retirement Money Come From?

Published July 15, 2013 in Plan Wisely - 0 Comments

For many people, retirement income may come from a variety of sources.  Here’s a quick review of the six main sources: Social Security Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes for 10 years. Benefits are based on each worker’s 35 highest earning years.

PBS Frontline: The Retirement Gamble

Published June 28, 2013 in Plan Wisely - 0 Comments

The Retirement Gamble is a PBS FRONTLINE documentary. It is a great watch for those concerned about securing a comfortable retirement. As fiduciaries, we are extremely proud to always act in the best interests of our clients as we deliver independent advice to help them achieve their financial goals.