Individual retirement accounts can play a valuable role in the estate planning process Individual retirement accounts (IRA) are a cornerstone of many people’s retirement savings

Although there is a significant financial component to leaving a lasting legacy, it encompasses so much more than just money. It’s easy to get stuck

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is

People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, over 60 trillion

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully

Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?  Robo-advisors are less expensive

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65

As financial advisors, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive investors, armed with

What value does a financial advisor actually provide? This may surprise you, but the value of a quality financial advisor goes far beyond portfolio advice. It’s about