A few astute moves could help promote a better after-tax return. As you weigh risk vs. return, you may risk …
How Inflation Threatens Retirees
Its effect is subtle, yet significant. Even mild inflation eventually reduces the value of a dollar. If consumer prices rise …
What is the Opportunity Cost of Achieving a Goal?
With the stock market hitting all-time highs on a what seems like a daily basis, now is the time to …
Service Specialist or Advisor?
With the Department of Labor’s proposed changes, a lot of firms have changed the way that they do business. This …
What are you crossing off your bucket list?
A river cruise in Europe. RVing the lower 48 states. Scuba diving in Bali. Spending the night on the ice …
More Women Drive Financial Decision Making, But Fewer Seek Professional Advice
By default, single women have always taken responsibility for managing household wealth, but the latest in a series of ongoing …
Women, Wealth, and Legacy Planning
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as …
Disability Insurance VS Long-Term Care Insurance?
Disability insurance addresses lost wages that stem from an inability to work. Long-term care insurance, in contrast, addresses expenses associated …
Long Term Care Insurance: The Real Cost of Aging
There is a good possibility that you or your spouse will eventually require some form of long-term care. According to …
Planning the Withdrawal of Your Retirement Assets
You’ve worked long and hard to accumulate your retirement assets that you are using to help finance your retirement. Now, …