Retirement Planning

Survey after survey indicates that running out of money is the biggest fear of today’s retiree. The longevity risk – thoughtful and strategic attempts by advisors and their clients to financially

Many people approach retirement with uncertainty. Some fear their savings will run out too soon, others worry their retirement plan will fall apart during an unexpected market downturn.

Seniors want to enjoy the golden retirement years that follow decades of hard work and sacrifice.

In a volatile financial world where market crashes and scandals linger in the minds of investors, and the push toward greater fee transparency has industry watchdogs howling,

Financial planning gurus often describe saving money in stark terms. Many suggest that the way to build your savings is to spend less each month and to realize that putting money away

Everything revolves around helping clients to attain peace of mind in retirement. Financial planners often focus on retirement, but many concentrate more on what can go wrong instead of on

There’s a reason that greeting card companies have increased production of “Happy 100th” birthday cards over the last decade.

Longer lifespans mean retired people are in greater danger of running out of their money. That’s less of a problem when a financial advisor seeks to plan a client’s retirement

Men and Women Make Decisions Differently

They grew up during the worst economic straits the country had ever seen, then went on to defeat the forces of fascism.

When you’ve been in the financial advisory business for 40 years, you have a good perspective on what works and what doesn’t.

The Florida-based wealth management team puts education above all else to ensure individual strategies are given to each client