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We help individuals and families pursue their ideal retirements.

Insights Into Medigap

October 15, 2018

Many Americans who enroll in original Medicare also purchase a supplemental insurance policy, colloquially known as “Medigap.” Medigap covers some or all of the out-of-pocket costs associated with original Medicare…

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Odds for Divorce

October 8, 2018

Every couple who decides to marry runs some risk of divorce in the future. The only way to definitively avoid divorce is to remain single, but plenty of people are willing to…

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Annuity Strategies

October 1, 2018

In a 2017 Nationwide Retirement Institute survey, financial advisors revealed some of the primary concerns of today’s pre-retirees, including maintaining their current lifestyle during retirement. These people also are less…

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How Market Moves Affect Investor Decisions

September 24, 2018

The National Bureau of Economic Research recently explored how continued low returns can influence saving, investing and retirement behaviors. According to the report, diminished returns tend to motivate people to…

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Sustainable Investing Goes Mainstream

September 17, 2018

  Invest in what you know is a common piece of investment wisdom. In the past, that advice has most likely referenced your favorite soda or retail store. Today, however,…

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Retirement Readiness

September 10, 2018

The Indexed Annuity Leadership Council recently published a report that included a scoring mechanism for how “retirement ready” Americans are based on job status. “White-collar workers” rated just below 50…

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When to Pivot?

September 5, 2018

The first half of 2018 went well in terms of market performance and economic growth. In fact, the second longest-running bull market in U.S. stock market history managed to weather…

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Hello World

August 30, 2018

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Trade Wars

August 27, 2018

There’s a never-ending stream of political news these days, but the stock market has remained relatively resilient. The market successfully weathered potential distractions that may have been detrimental in previous…

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Tax Burden Shifts in Divorces

August 21, 2018

The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider. For divorces executed after Dec. 31, 2018, alimony will no longer qualify as a…

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