Category: Retirement Planning

Older Americans own more wealth today than they have at any other time in the history of the United States. While that may seem like

Over the past few months, I have met with a significant number of current and prospective clients who have had questions related to or directly

Amidst the excitement of the holiday season and the seemingly endless coverage of impeachment proceedings in Washington D.C., you have may have missed news of

Older Americans shopping for long-term-care insurance policies and current owners of long-term-care (LTC) policies may be in for a bit of a shock when they

Investment News, a weekly national publication for financial advisors, recently published an article titled “Sinking At Retirement” by Greg Iacurci.  The article maintains, “Current market

The old adage of “Location, Location, Location” applies to more than just real estate apparently. According to a report from GOBankingRates and a recent article

Are Americans facing a retirement savings crisis? The answer to that question depends on who you ask, and perhaps that individual’s prospects for retirement. The Wall

While the 2016 Presidential election has captured most of our nation’s attention this year, you may have missed the end of an era in professional