Blog
New Year, New Financial Resolutions?
The start of a New Year is the time when most people decide to implement changes in some areas of their lives. Whether it is health or money related, starting the New Year off with a plan feels good! According to research from YouGov Omnibus, last year 1 out of...
Financial Planning for a Couple’s Age Gap
Couples usually don’t retire at the same time when they have an ‘age gap’ between them. An age gap relationship is one where there is eleven or more year’s age difference between them. Age gap relationships are becoming more common as people are choosing to marry...
High Income, High Financial Planning Risk?
Despite having a high income from owning a business or being an executive, these individuals can experience retirement savings problems. They have missed savings opportunities or put off financial planning. Often they assume that everything will work out with their...
Long Term Care Planning in My Retirement Planning? Yes, Here’s Why
Regardless if you believe in Long Term Care (LTC) insurance or not (or your advisor doesn’t) you still need to include the costs related to LTC in your retirement plan, even if you’re able to self-pay. Why? Because the statistics on longevity show that people are...
Safeguarding Your Personal Information Online and Offline
Here in the U.S., our personal information is exposed daily at frequencies and levels we’ve not experienced before. It doesn’t take a data breach from a technology company to expose us, we are doing it to ourselves without being aware. Each time we use technology...
Qualified Longevity Annuity Contracts: Making Your $ Last for Life
Among the primary concerns people have as they approach retirement is, “How long will I live and will my money last?” In addition to traditional retirement savings such as employer-sponsored retirement plans, there’s now another type of retirement account that...