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We help individuals and families pursue their ideal retirements.

Investment Themes for This Year

April 16, 2018

  In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the tune of 3.9 percent…

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The New Tax Law: Things to Consider

April 10, 2018

  Who will be affected by the new tax legislation that went into effect Jan. 1? That is a question many are asking.   While “everyone” is likely to see…

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Balancing Investor Euphoria With Market Reality

April 3, 2018

    Many social media users share nearly all aspects of their lives, from photos of cute kids and pets to their political views. And now, we even are seeing…

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Financial Strategies

March 22, 2018

Financial Strategies in 2018   One philosophy of investing, as opined by Warren Buffett, is to be “fearful when others are greedy and greedy when others are fearful.”1 The nation’s…

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Money Saving Tips

March 8, 2018

Recognizing Our Biases Our brains are wired to rely on shortcuts that enable us to function efficiently and make decisions based on previously known data. While that’s convenient in some…

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Tax Reform Update

February 28, 2018

Tax Reform: What Made It Into the Law, and What Does It Mean?   After months of hashing and rehashing what was (or wasn’t) in the tax reform bill —…

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Exploring the Behavioral Biases of Investing

February 20, 2018

    Despite the research and due diligence necessary in developing an investment portfolio, investors are frequently influenced more by their own emotional and behavioral biases than by data.1 These…

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Tax Reform

February 15, 2018

Money Saving Tips Tax Reform and Retirees   The Tax Cuts and Jobs Act that President Trump signed into law in late 2017 has several provisions that may affect retirees.…

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Positive Aging

February 1, 2018

Making Your Brain Happy   Here’s a thought: The things that make you happy aren’t necessarily the things that make your brain happy. For example, your brain may not care…

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The Good Life

January 23, 2018

Experiences Over Possessions – Live, Love, Laugh and Save Money   Make a list of the top 10 things you want in life that you currently have not achieved. Then…

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