A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement....
When you’re a kid, there are certain birthdays you can’t help but look forward to. When you’re sixteen and can drive, for example. When you turn eighteen and can vote. When you turn twenty-one and can…well, you know. As adults, we typically don’t see ages the same...
The decision to place an elderly relative in a nursing home is always difficult for a family. For the patient, a nursing home represents a frightening loss of independence and abandonment by family and friends. For the family, the decision creates guilt feelings, even...
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.
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