Most people think estate planning is only for wealthy people. Certainly, the 55% of Americans who died without a will thought so, even though all of their
If you are the parents or grandparents of a child of any age chances are good that the escalating costs of higher education are on your mind.
The quick answer is “it depends.” But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path
When it comes to investing, people can be their own worst enemy. Nearly all of the mistakes made by investors can be attributed to their behavior which is
It’s a presidential election year and with that comes the invariable stock market correlations seeking to predict election results or forecast the market’s
It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our
One of the biggest decisions many of our clients face is what to do with their 401k plan when they leave their employer.
A recent survey indicates that an increasing number of high net worth investors are willing to pay for solid, unbiased, fee-only investment advice, which is not
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the
In the realm of financial planning, time is our most valuable asset. It’s available to all of us, providing each individual with the same opportunity to
Investors are prone to many behavioral mistakes that can cost them dearly. Trying to time the market, trying to pick the winners, chasing returns, trying to go