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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And 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.

 

Monday, May 8, 2017

I often get asked the question, “How is special needs planning different than traditional financial planning?” The main planning goal of the parents typically does a 180 compared to most parents – these parents are...

 

Tuesday, April 11, 2017

When it comes to most client meetings with my retiree crowd there are similar discussion points that arise time and time again. These include a quick review of income needs with any changes that may have occurred, concerns about the...

 

Tuesday, March 28, 2017

 

Thursday, March 23, 2017

When I first start talking with younger clients, the two questions I get most are, “How much money should we be saving, and where should we put it?” These are great questions not only for people just starting their...

 

Thursday, February 16, 2017

The election of President Trump, indications of increased interest rates, rising political populism in Europe, and a general air of uncertainty has created challenges – along with opportunities – for advisors and their...

 

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Wednesday, June 22, 2016

About half of American adults lived in middle-income households in 2014, according to a new Pew Research Center analysis of government data. In percentage terms, 51% of adults lived in middle-income households, 29% in lower-income...

 

Tuesday, June 21, 2016

Millennials Outperforming Older Generations in Retirement Readiness From a study conducted by Ramsey Solutions Eighteen years ago, as the first Millennials began to trickle into the workforce, older generations chose to view their...