March 19, 2018

7 Hidden Retirement Risks

Retirement Risks

Longevity   The average life expectancy has increased. Chances are that if you’ve reached 65 years old you will live into your mid-80s according to life expectancy calculations. Many are living even longer—one in four people will live...

February 26, 2018

10 Tips for Living a Retirement You Love


The best way to have a retirement you love is to plan for it! Here are some tips for success.   Create and keep a schedule Although you may have dreamed for decades about the future when you would no longer have to set an alarm...

January 17, 2018

Tax Reform Highlights

Tax Planning

Here are some brief updates about the tax bill that was recently passed. Keep in mind that the industry is still working through the ramifications of the legislation; there will be much more in-depth information coming throughout the...

August 25, 2017

“Longevity Risk” in Retirement

Retirement Risks

When you hear your financial advisor mention “risk of longevity,” what exactly are we talking about? Longevity refers to “long life” or “length of life.” Simply put, longevity risk is the risk that someone will outlive their wealth and...

August 25, 2017

Work Longer, Live Longer

Retirement Planning

We’ve often heard that people who retire early tend to die sooner than those who delay retirement. A 2016 study by Oregon State University seems to confirm those suspicions with some startling numbers. The research, also featured in...

January 10, 2017

17 Ideas for 2017


If you find yourself making the same old, same old resolutions every year, we wanted to help change things up by offering you some new ideas you might want to add to your list of goals for 2017. Schedule checkups. Schedule your yearly...