Don’t Let These Tax Situations Take You By Surprise

Retirement can be full of surprises, and hopefully yours will be the good kind! Since this major lifestyle and financial change will impact every area of your life, it probably

Protect Yourself from Social Security Fraud

Imagine that you’re entering the home stretch of your career. Preparing for retirement, you’ve decided not to claim your Social Security benefits at age 62 (the earliest age at which

Should You Avoid Stocks After You Retire?

February brought us some difficult times within the stock market, and some investors felt a bit shaken up. Sometimes these feelings lead us to make large assumptions, such as, “the

Take a Look at Your Financial Forecast

Every day, or at least every few days, the vast majority of us check our local weather forecasts. We need to know how cold the weather will be, or whether

Have You Prepared for the Unknown?

  Most of our clients are the financially savvy type. You keep up with current economic news, you research stocks before diving in, and you understand risk versus reward. High

Honing Your Financial Skills in Retirement

As you approach your expected retirement date, you probably picture yourself enjoying a long, healthy retirement. You have many years ahead of you to enjoy the best of what life

How Your Income During Retirement Can Affect Social Security Benefits

For many of our clients, an earlier retirement is both appealing and possible. You’ve established a sizable portfolio for yourself, and your retirement income should be generous enough to provide

Consider These Risk Factors Before You Retire

The decision to retire can feel like a leap into the unknown, but it certainly doesn’t have to be that way. After years of careful planning and consultation with us,

6 Ways to Protect Yourself from Con Artists

If you’re retiring comfortably, or still in the process of accumulating a sizable retirement fund, you face fewer risks than other retirees. Unfortunately, you’re also at greater risk of one