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The Best Man I Ever Knew
Happy Father’s Day! As you know, this special day isn’t just a chance to buy Dad some new cologne or a power drill. It’s an opportunity to reflect on what fathers mean to us. The things they’ve taught, the values they’ve instilled, the examples they’ve set. It’s a...
The Value of Multiple Retirement Income Streams
Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you retired at age 62, your retirement plan might need only six years of retirement income. Additionally, with the decline of defined benefit...
A Mother’s Greatest Gift
Happy Mother’s Day! As you know, there are a lot of things that moms are good at. They’re great problem-solvers, great guardians, great teachers, great breadwinners, you name it. But there’s one thing, I think, that moms particularly excel at. Making you feel...
Windfall Imaginings
Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual. After all: The U.S. is experiencing the greatest wealth transfer in history. Nearly $68 trillion, mostly held by baby boomers, will be transferred to heirs in the...
