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Estate Planning Primer

It is never too early to consider your estate planning needs.

By taking a few distinct steps, you and your family can be on your way to setting up an estate plan that makes sure that your wealth is distributed according to your wishes.

Healthcare in Retirement

Healthcare in Retirement

There is nothing further from the truth than the thought that Medicare will cover healthcare expenses once we turn 65. There will be a need for much more than Medicare will take of over the 20-30 or more years that one can spend in retireme...
Preparing for Retirement: Housing

Preparing for Retirement: Housing

As we are nearing retirement, one of our biggest assets may be our home and there are many questions that arise beginning with: Should you stay or should you move? Although it seems a simple decision, there are many complexities that may ar...
Preparing for Retirement: 5 Things to Consider

Preparing for Retirement: 5 Things to Consider

Retirement can now take up 20%-25% of a person’s lifespan. To have a successful one takes thought and work that should begin well before it occurs. The list of things to contemplate in the years before retirement is long. We are addressin...

Market Commentary