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We help individuals and families pursue their ideal retirements.

Tax Tips: Look ahead while looking back at 2018

April 8, 2019

If you didn’t adjust your tax withholding in early 2018, you might be in for a surprise when completing your tax return this year. A lot of people opted for…

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3 Deterrents to Retirement Planning

April 1, 2019

Retirement is something many people look forward to, but fewer properly plan for. The following are three common deterrents to creating a well-planned retirement strategy, along with a few tips…

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Don’t Leave Your Long-Term Care Plan to Chance

March 26, 2019

According to new research from Genworth, one of the nation’s leading long-term care insurance companies, Americans are both entering caregiver roles and requiring care at younger ages. Among the study’s…

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Airline Market Trends

March 11, 2019

After all the hardship, it appears the main impetus for ending the federal government shutdown in January was its impact on air travel. On January 25, the FAA began restricting…

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2019 Market Prognostications: What the Experts Say

March 4, 2019

By the end of 2018, not one of the eight asset categories tracked by Ned Davis Research was on track to post a return greater than 5 percent. Since it’s…

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Responsible Investing Options Keep Sprouting

February 25, 2019

Nearly $23 trillion of assets worldwide are managed using responsible investing (RI) strategies, a 25 percent increase since 2014, according to the Global Sustainable Investment Alliance. New funds focused on…

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Stability Grows for Emerging Markets

February 11, 2019

 Thirty years ago, developed markets were seen as much more stable than smaller, emerging countries. But as political division and uncertainty permeates the West, the differences have faded, and emerging…

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Decreasing Benefits Contribute to Retiree Bankruptcy

January 28, 2019

For most of the 20th century, it was common for employers and unions to sponsor health care insurance for retired workers, which helped pay for some or all of Medicare’s…

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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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