Blog

What does the SECURE Act Mean for your retirement savings?

The Setting Every Community Up for Retirement Enhancement Act better known as the SECURE Act was signed into law on Friday before Christmas. This is […]
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Guides

November Market Recap and Summary

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Blog

What’s the Best Gift This Holiday Season?

You’ve probably never asked your adult children and younger relatives whether they have security software on their computers and devices. Why would you? They’re digital […]
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Blog

After the Diagnosis: Making a Plan for Alzheimer’s

In a 2002 interview with Mike Wallace, former First Lady Nancy Reagan said she often reread the love letters written by her husband, former President […]
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Blog

Women and the Retirement Crisis

Here’s a number that will knock your socks off: $400 trillion.1 By 2050, the retirement savings shortfall in eight of the world’s largest economies is […]
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Blog

What does a potential impeachment mean for the stock market?

Recently I’ve had people asking me about the impact of a potential impeachment of President Trump on the stock market, individual portfolios, and ultimately financial […]
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Blog

College is coming. Have you started saving?

How times change! In 1940, half of Americans finished their education in eighth grade. College degrees were relatively rare. Just 6 percent of men and […]
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Blog

Will there be a recession?

The simple answer is probably. Historically, the American economy has grown in fits and starts, otherwise known as recessions and expansions. As a result, it […]
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Blog

Does a Health Savings Account make sense for you?

Wouldn’t it be something if you could plump up your retirement savings as easily as you can put on a few pounds eating fast food? […]
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Blog

Make Sure Your Smart Home is Safe from Cyber Attack

Something we’re commonly asked about is data privacy and protection. We take measures to protect all data within our office – both clients and our […]
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Blog

Retirement Alchemy: Turning After-Tax Plan Contributions into Roth Savings

In medieval times, alchemists sought methods for transforming ordinary metals into gold. Today, just about every adult searches for a means of transforming savings into […]
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Blog

The Loss of a Parent (1 of 3)

March 16, 2018. This was one of the hardest days of my life. My wife and I, along with Jason (my business partner) and his wife, had landed in Mexico for a 5 day vacation to watch a music festival
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