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We help individuals and families pursue their ideal retirements.

Where U.S. Economics Stand Globally

January 21, 2019

From the beginning, President Donald Trump’s economic policies have intended to put “America first.” Since the ultimate goal of such policies is to strengthen America’s economic growth, solve for domestic…

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The Power of a Healthy Mind

January 14, 2019

Can having your mind in the right place improve your health? It can’t hurt.   We’re living longer, but we aren’t always prepared for what lies ahead. It’s easy to…

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Why Global Intellectual Property Laws Matter

January 8, 2019

What’s the secret to Col. Sanders’ recipe for fried chicken? Is the reason Coca-Cola tastes different from Pepsi based on a formula locked up in a vault at corporate headquarters?…

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Social Security Updates

December 31, 2018

Good news for retirees: Social Security benefits are scheduled to increase 2.8 percent in 2019, the biggest bump since the 3.6 percent increase in 2012. The average beneficiary – who…

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2018 Tax News

December 26, 2018

The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York and other high-tax states could…

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Real Estate Update

December 17, 2018

According to the Federal Reserve Bank of St. Louis, up to 10 million Americans lost their homes during the last financial crisis. Now, 10 years later, we’re only slightly above…

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The New Space Race

December 10, 2018

Space: The final frontier. Or is it? The U.S. is again taking a serious look at space exploration, but there are many factors to consider. President Trump last summer called…

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Millennial Generation Impacts

December 3, 2018

It’s a tough time to be a young adult. Take the housing market, for example. It’s been fairly locked up since the last recession, when many millennials were still in…

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Money Matters

November 26, 2018

To help combat chronic poverty, some think tanks and economists have pitched the idea of a universal basic income (UBI), issued by the government. In the words of the 1980s…

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Pension vs. 401(k)

November 19, 2018

Given a choice, which would you choose: a guaranteed fixed income for the rest of your life, or a lump sum that you could invest? As it turns out, lots…

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