Retirement Planning

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

As seniors age and become less independent and in need of assistance, their adult children often face the difficult choice of whether to hire a home caregiver, or to even move their parents into

Hope for the best; plan for the future. When the years of planning for your retirement transform into the years of actually living out your retirement, expect reality to be somewhere in the middle.

Eighty percent of retired NFL players go broke in their first three years out of the league, according to Sports Illustrated. Mario Henry was one of them.