In The News

14 Oct 2017

For Richer or Poorer: A Newlywed’s Guide to Money Management

The time leading up to your wedding is filled with excitement, anticipation, and, often, a lot of planning. Last year, just over 2 million couples tied the knot, at a rate of 6.9 per 1,000 of the total population...

29 Sep 2017

Protecting Your Assets in an Unsafe World

How can you hedge against your investment risk and protect your assets in an unsafe world?

15 Sep 2017

7 Things You Need to Know to Claim Your Social Security Benefits - Part Two

How and when to claim your Social Security benefits is unique to each person. It can have a domino effects on so many other things… You could trigger an avalanche of taxes. You could forfeit additional benefits that are...

08 Sep 2017

7 Things You Need to Know to Claim Your Social Security Benefits - Part One

Social Security benefits will be the foundation of your income in retirement. Even if you’ve earned a modest income over the past several decades, you’ve probably contributed over one hundred thousand dollars to Social...

25 Aug 2017

Social Security Benefits as a Divorced Spouse

Are you missing out on spousal benefits you are entitled to from Social Security?

09 Aug 2017

A 7-Point Checklist to Reboot Your 401K (Part 2)

In Part One of "A 7-Point Checklist to Reboot You 401K", we looked at three topics to help you make the most out of the money invested in your 401K or other retirement account. In Part Two of this series, we talk through...

02 Aug 2017

A 7-Point Checklist to Reboot Your 401K (Part 1)

Do you have an IRA or 401K? It’s probably one of your largest assets and could be the one thing that carries you through decades of retirement. Yet, it’s largely ignored. Today, 55 million Americans have an estimated $5.0

26 Jul 2017

Naming a Trust as the Beneficiary of 401K or IRA

One question I frequently get asked is “Should I name a trust as the beneficiary of my IRA or 401K?”

For many, the answer is no. Too often, trusts are named as beneficiaries on retirement accounts without understanding...

29 Jun 2017

Retirement Saving at Any Age: Millennials

It’s no secret that Millennials are skeptical about the economy and doubt their ability to retire. Of course, compared to the previous two generations, Millennials also have the most years left to catch up with their...

22 Jun 2017

Retirement Saving at Any Age: Gen Xers

Gen X is now 50 million people strong, and Gen Xers are experiencing something they’ve seen their parents go through: something we call the sandwich generation. They are often caring for both their own children and their...