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We help individuals and families pursue their ideal retirements.

For Some Retirees, Home is Where the Debt is

July 2, 2018

Today’s pre-retirees and retirees tend to have far more debt than those in years past. In addition to factors like credit card payments and medical expenses, this generation is seeing…

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Strategies for Optimal Social Security Payouts

June 25, 2018

Social Security benefits are typically synonymous with retirement income. It would be inefficient to create a retirement plan without first estimating how much you will receive from the government.1 According…

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Consider Having a Backup Plan

June 18, 2018

When looking ahead in anticipation of Social Security benefits, many people expect to wait until an average age of 66 to make a claim.1   However, Nationwide Retirement Institute’s fifth…

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Pros and Cons: Fewer Regulations in the U.S.

June 11, 2018

One of the current administration’s persistent themes has been deregulation — cutting through the red tape in the rules of doing business. In one instance, Donald Trump was filmed standing…

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Handling Market Corrections Correctly

June 4, 2018

  Today’s political environment and recent volatility in the U.S. stock markets, particularly February’s correction, caused concern for some investors.   If you’ve met with a financial advisor who designed…

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Banking Trends

May 29, 2018

  In its recent 2018 Banking Industry Outlook report, Deloitte identified six key themes that are driving trends for financial institutions today:1   Redefining what makes for a positive customer…

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The Income Gap and the Economy

May 22, 2018

  The income gap between the wealthy and the poor is widening in the U.S.1 Why does that matter? Because there are studies that indicate a wide swathe of income…

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Music Plays Instrumental Role in Healing Ailments

May 14, 2018

  Hearing a familiar song from a happy period in your life, such as childhood, can instantly make you feel joyful. It’s as if you’re right back there — toe…

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Putting a Value on Real Property

May 8, 2018

  Real property generally refers to land, but it also can include structures, bodies of water and machinery.1 It typically denotes property of significant value, which is why state and…

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Investing in Europe

April 30, 2018

  It’s often said that when one asset class falters, others are likely rising. To some extent, this may be occurring with U.S. equities. The stock market correction that started…

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