Blog
What’s on our mind? Whether it’s ideas from the investment services world, or concepts from the financial industry, you can read about it here. Once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Late-Stage Retirement Planning
The Great Turnaround: Late-Stage Retirement Planning What the 1980 U.S. men’s Olympic hockey team can teach us about late-stage retirement planning. It was February of 1980, at Madison Square Gardens during the height of the Cold...
Read MoreWeekly Commentary, September 26, 2016
Click to read this week's commentary: "Saving Money on Healthcare"
Read MoreWeekly Commentary, September 19, 2016
Click here to read this week's commentary about high-net-worth Americans
Read MoreWeekly Commentary, September 6, 2016
Click to read this week's commentary: "Who Needs Life Insurance?"
Read MoreWeekly Commentary, August 29, 2016
Click to read this week's commentary: Are You Underestimating These Expenses?
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LUMP SUM OR MONTHLY PENSION: WHICH TO TAKE?
Traditional pension plans are most commonly available to employees of federal, state, or local governments, and their agencies. Most private employers have converted to 401k plans, but some still offer them, particularly for long-time...
Read MoreActive vs. Passive Investing in Retirement
A debate has been ongoing for many years about the merits of active management vs. passive investing. Many people are convinced that one or the other of these approaches will produce superior results over time, at a given risk level....
Read MoreWeekly Commentary, August 22, 2016
In Sickness, In Health, In Retirement
Read MoreWeekly Commentary, August 15, 2016
Weekly Commentary, August 15, 2016 Choosing an Executor
Read MoreWeekly Commentary, August 8, 2016
Weekly Commentary, August 8, 2016 Going Back to School in Retirement
Read MoreWeekly Commentary, August 1, 2016
Weekly Commentary, August 1, 2016 Your Social Security Checks May Be Lower Than You Think
Read MoreWeekly Commentary, July 25, 2016
Weekly Commentary, July 25, 2016 Financial Drawbacks of Remarrying Later in Life
Read MoreWeekly Commentary, July 18, 2016
Weekly Commentary, July 18, 2016 Financial Benefits of Remarrying
Read MoreWeekly Commentary, July 11, 2016
Weekly Commentary, July 11, 2016 How Student Debt Impacts Retirement
Read MoreWeekly Commentary, July 7, 2016
Weekly Commentary, July 7, 2016 Protecting an Aging Parent from Fraud
Read MoreWeekly Commentary, June 27, 2016
Weekly Commentary, June 27, 2016 Market Volatility Following Britain’s Vote to Exit EU
Read MoreWeekly Commentary, June 20, 2016
June Is Alzheimer’s & Brain Awareness Month
Read MoreWeekly Commentary, June 13, 2016
Weekly Commentary, June 13, 2016 Could Your Children Be on the Hook?
Read MoreWeekly Commentary, June 6, 2016
Weekly Commentary, June 6, 2016 The Fastest Growing Crime Just Got Worse
Read MoreWeekly Commentary, May 31, 2016
Weekly Commentary, May 31, 2016 Growing Your Retirement Funds Faster
Read MoreWeekly Commentary, May 23, 2016
Weekly Commentary, May 23, 2016 Standing Tall Against Terror
Read MoreWeekly Commentary, May 16, 2016
Weekly Commentary, May 16, 2016 Retirement Savings on the Rise
Read MoreWeekly Commentary, May 9, 2016
Weekly Commentary, May 9, 2016 Money Mistakes Anyone Might Make
Read MoreWeekly Commentary, May 2, 2016
Weekly Commentary, May 2, 2016 Heir to the Throne? Prince’s Estate in Limbo
Read MoreWeekly Commentary, April 25, 2016
Weekly Commentary, April 25, 2016 Retirement Plans for the Self-Employed Business Owner
Read MoreWeekly Commentary, April 18, 2016
Weekly Commentary, April 18, 2016 Tax Freedom Day Approaches
Read MoreWeekly Commentary, April 11, 2016
Weekly Commentary, April 11, 2016 National Financial Literacy Month
Read MoreWeekly Commentary, April 4, 2016
Weekly Commentary, April 4, 2016 Recordkeeping Guidelines
Read MoreWeekly Commentary, March 28, 2016
Weekly Commentary, March 28, 2016 Avoid These Medicare Mistakes
Read MoreWeekly Commentary, March 21, 2016
Weekly Commentary, March 21, 2016 Social Security in 2016
Read MoreWeekly Commentary, March 14, 2016
Weekly Commentary, March 14, 2016 Preparing for Career Opportunities
Read MoreWeekly Commentary, March 7, 2016
Weekly Commentary, March 7, 2016 National Consumer Protection Week
Read MoreWeekly Commentary, February 29, 2016
Weekly Commentary, February 29, 2016 Things to Know if You Inherit a Retirement Account
Read MoreWeekly Commentary, February 22, 2016
Weekly Commentary, February 22, 2016 America Saves Week
Read MoreWeekly Commentary, February 15, 2016
Weekly Commentary, February 15, 2016 Focus on Long-Term Care alternatives for Boomers
Read MoreWeekly Commentary, February 1, 2016
Weekly Commentary, February 1, 2016 Focus on January market volatility
Read MoreHow to Choose a Financial Advisor
Choosing financial advisors is among the most important financial decisions that you will ever make. The professionals that you decide to work with will be in a position to influence critical investment and planning decisions, and the...
Read MoreWeekly Commentary, January 25, 2016
January 25, 2016 Focus on Health Savings Accounts (HSA's)
Read MoreWeekly Commentary, January 18, 2016
Weekly Commentary, January 18, 2016 Focus on Hybrid Long-Term Care Insurance Policies
Read MoreMaking Sense of Financial Advisor Titles
When you need help with financial decisions, how can you determine which financial advisor will best meet your needs? A wide range of people, including employees of banks, credit unions, insurance companies, and brokerage firms,...
Read MoreWeekly Commentary January 11, 2016
Weekly Commentary January 11, 2016 Staying the Course In a Choppy Sea
Read MoreUnderstanding Long Term Care Insurance
If you’re like me, getting older has brought with it the quicker passage of time, and a handful of new aches and pains. What hurts more than the occasional morning stiffness is witnessing cherished friends or family members fall victim...
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