Retirement has changed considerably over the last thirty years. People are living longer, and retirees face greater challenges funding their retirement spending. Years ago, many people were able to rely on a...
Learn MoreOver the last twenty-five years there has been a major shift by employers away from defined benefit pension plans and towards 401(k)s. This shift has major implications for preparing for retirement. In this...
Learn MoreThe decision on when to begin collecting Social Security is one where I find the greatest divide between what is in the best financial interest for most people and what they are inclined to do. Lately I have...
Learn MoreAnnuities are an underutilized tool in retirement planning—according recent academic research. The value of an annuity is that you receive a steady stream of income for the rest of your life, and in certain...
Learn MoreOne of the most important factors you need to consider when putting together a retirement plan is potential long term care expenses. For those not familiar, long term care refers to expenses related to...
Learn MoreMost of the clients I serve in my financial planning practice are either in the midst of a career transition or planning ahead for one. The transition may be retirement, a second career, or a job transition...
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