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We help individuals and families pursue their ideal retirements.

The Millennial Effect

September 9, 2019

Recessions have consequences, and the Great Recession of 2008 may have produced one of the most influential consequences of all: the millennial mindset. Because of their early experiences in the…

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Examining the Work/Life Balancing Act

September 3, 2019

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping…

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The Growing Popularity of Annuities

August 26, 2019

Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled by pre-retirees and retirees concerned…

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Pros and Cons of Legislative Inertia

August 19, 2019

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed…

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Who Is Caring For Our Elderly?

August 12, 2019

The “elderly” portion of retirement is the phase that is past travel, golf, shopping, piggyback rides and puzzles on the floor with the grandkids. It can often consist of isolation,…

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2019 Midyear Outlook

August 6, 2019

Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the…

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Tech Talk: Energy Innovation, Machine Learning and Artificial Intelligence

July 29, 2019

Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous…

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Don’t Avoid Family Conversations About Money

July 22, 2019

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job…

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Stock Market Roundup: What to Watch

July 12, 2019

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any…

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Tech Trends

June 10, 2019

There are different formulas for launching highly successful companies. First, create a product that solves a problem that no one knew they had — for instance, how online search engines…

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