The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then,…
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This may be one of the best things you can do for your financial health. If you had a chance to save hundreds of thousands of dollars over time…
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Basic estate planning documents may not communicate your intentions. There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning…
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What number should you strive to reach? It is agreed that the earlier you start saving for retirement, the better. The big question on the minds of many savers, however, is:…
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Written by: Clinton Brown CFP®, ChFC, CLU, CASL®, CAP® Most people use financial planners very much like they use doctors – it takes some sort of a serious event to prompt…
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Some retirement savers choose this option in their 401(k) plan. Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k),…
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Things to check and double-check. Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, people without…
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After many years together, some retired spouses may find their daily routines far apart. When you see online ads or TV commercials about retirement planning, do they ever show baby boomer…
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Why it is so important and not just for the rich. You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if…
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Are you too focused on the immediate future? How many short-term financial decisions do you make each week? You probably make more than a few, and they may feel routine. Yet,…