What we often forget when it comes to retirement

The last thing we want to think about is the possibility of future care as adults. When I meet with my clients and we have the discussion of long-term care their least favorite thing to talk about is care related to eating, bathing, chores around the house, and day to day needs. It is hard …

The conflicts that can arise when you retire

The world for financial services is changing around us whether you are prepared for it or not. On the bright side though, it is changing for the better. In April, a new rule from the Department of Labor addressing conflicts of interests in retirements advice will go into effect. This new rule will be a …

Retirement pitfalls and how to avoid them

Many individuals will avoid the topic of retirement. When people thinking about retirement planning, they automatically assume the conversation will focus on the end of their life, so they disregard it. But we disagree with that and believe retirement planning is about focusing on how to best enjoy your life. To begin the retirement planning …

Retirement to-do list

We often make the analogy that before a plane comes in for it’s final landing, there are a series of critical steps to follow. It is similar to preparing for your retirement. This article goes through the final checks and strategies to consider before taking your personal financial plane down for it’s final landing. Read …