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.
Some people stay in place when they retire, while others buy a second home or relocate entirely. If you’re thinking of buying a new home, should you plan the purchase before you stop working, or is it possible to get to a mortgage after you’re retired? Plenty of...
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...
When it comes to helping people reach their goals, most financial advisors tend to focus on areas like investing, tax planning, and other money-related topics. I am no exception. After all, these things are critically important if you want to save for retirement,...
Retirement Can Be the Ultimate Vacation … if You Plan Ahead. As we start getting into the holiday season, I’ve had several friends tell me about their vacation plans. Listening to them talk, it’s clear they’ve put a lot of thought and effort into planning for their...
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...
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...