August 23, 2018

When Should I Seek Financial Advice?

Financial Planning

Here are some life milestones and events that mark when you should make the call to a financial advisor. When there’s a new baby in the family. Parents, grandparents, siblings—everyone is affected when the new baby comes along. Now is...

May 24, 2018

Vacation Tips for the Traveler


Whether you’re planning a modest long-weekend trip or an elaborate European vacation, here are some tips for travel this summer. PACKING Consider borrowing luggage from a friend if you don’t travel often. Pack as lightly as...

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...