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5 Tips to Pass Along to Your Adult Children
Many of our clients now have adult children, and are naturally relieved that their days in the “parenting trenches” are now a distant memory. But that doesn’t mean you stop imparting wisdom to your kids. [...]
A Unique Retirement Planning Opportunity for Couples
Married couples face some extra considerations when planning for their retirement years. Not only do you need to prepare for an income that supports both of you for the rest of your lives; you also [...]
The Downside of an Early Retirement
For Mark Roberts' Use: If you’re like a lot of people, you can’t wait to retire! In fact, you might be analyzing your finances and running the numbers over and over, trying to decide if [...]
We’ve Enjoyed the Longest Growth Streak Ever… Now What?
For Mark Roberts' Use: First, the good news: As of June 2019, the US has enjoyed its longest period of economic growth ever. That’s certainly something to celebrate. While the past ten years have marked [...]
How to Avoid a Healthcare Crisis in Retirement
For Mark Roberts' Use: No one wants to face a healthcare crisis during their retirement years (or at any other time). We face many choices with regard to preventing serious illness, such as exercising regularly, [...]
How Will Inflation Affect Your Retirement Plan?
Have you noticed that you’re paying more for certain items lately? Price hikes on many consumer goods tend to occur in the summer. Gas prices tend to spike, and that affects the cost of everything [...]