Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
The Language of Trusts One of life’s little surprises comes when confronted with a trust containing language that looks like it was written in English, but is not easy to translate. Since trusts are widely used for a variety of estate planning purposes, we have...
As financial advisors, our passion centers around helping you build and preserve the wealth that will carry you into retirement. It is for this purpose that we post this. You see, October is National Breast Cancer Awareness Month. It is a month to reflect on and...
Earlier this summer, the US Postal Service announced that Yogi Berra, the legendary Yankees catcher, would be given his own postage stamp.[1] It’s a tremendous honor, as Yogi is only the thirtieth baseball player in history to have his face on a stamp…and the USPS...
The rising cost of health care has become a critical concern in our country. The ability to provide quality service at cost effective prices is a dilemma that has faced many in the government and health care industry alike. For many senior citizens, this concern is an...
In most age groups, the likelihood of disability – being incapacitated due to illness or accident – is greater than the likelihood of death. For younger people, disability insurance is used to protect their greatest asset: the ability to earn an income. For a retiree,...
The cost of Long-Term Care has many families concerned about their financial future. Families often find themselves having to spend all of their life savings to pay for extended care for a loved one; federal and state guidelines even allow the state to take homes to...