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Financial Advisors

Are You Thinking About Buying a Second Home?

January 9, 2020

A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about buying a second one. The ability to rent the house, how you will use it, and its…

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Financial Advisors

The Rising Cost of Healthcare in Retirement

December 19, 2019

We know life is like a box of chocolates – but what about retirement? Do you really know what it holds, or how much it will cost? It’s easy to budget based on your current lifestyle, but what about anticipating…

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Financial Advisors

Estate Planning for Your Loved Ones

November 17, 2019

An estate plan is like a car; it requires regular maintenance and may need parts replaced as it ages. Some experts recommend reviewing your estate plan every three years, or after a major life event. You may need to update…

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Financial Advisors

Don’t forget about Your Old 401(k)s

October 15, 2019

Do you have multiple 401(k)s? If you left your money in a former employer’s 401(k), you may want to reconsider as you near retirement. According to the Bureau of Labor Statics[1], Baby Boomers have held an average of 12 jobs…

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Financial Advisors

Aging in Place

September 30, 2019

Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not built to accommodate the needs of older people. If you want to remain in your house during…

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Financial Advisors

Travel in Retirement Without Overspending

August 4, 2019

So you want to become a world traveler in retirement, but you’re also a responsible person who knows they need to support themselves for the next 30 years. You can take advantage of your newfound free time in retirement and…

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