Coping With Big Life Changes

Life is change, we can either roll with the punches or be prepared. A good financial plan allows a certain amount of flexibility to prepare for the unexpected and a well laid out path for the expected. This is what we do, we look at the big picture, use our 35 years experience, help you […]

Dealing With Grief

  One of the most difficult times in a client’s life is also one of the most demanding. I  can not stress the importance of having someone to help you slow down, and take a look at the big picture. Too many people want to rush and get it behind them or not deal with […]

10 Things You Must Know About Medicare

Great article about one of our most important benefits for the American people. Take a few minutes and brush up on your knowledge your future depends on it.    

Is Your Retirement Income Recession-Proof?

Income in retirement can be a very perilous journey. All too often I see prospects solely rely on market returns to dictate the amount of income they allow themselves to enjoy above Social Security. Ths article points out the primary peril: the sequence of market returns. If the first couple of years of retirement are […]

Eleven Smart Ways to Make Your Money Last in Retirement

I always tell my new clients when we start gathering information for their Functional Financial Plan that if they can provide me their date of death and the sequence of returns, I can create the perfect plan. Obviously, we are not privileged to either of these, so we plan using projections and Monte Carlo simulations. […]

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