Finance

An unexpected retirement doesn’t necessarily have to be an unplanned retirement. If you’re facing retirement earlier than you had anticipated, you’re virtually a part of the majority.

“The Millionaire Next Door: The Surprising Secrets of America’s Wealthy” by Thomas J. Stanley and William D. Danko was published in 1996, and its influence still resonates today.

Wealth means more than your bank balance or stock portfolio. True wealth comes from chasing financial dreams—and catching them.

As life spans increase, retirement planning becomes increasingly complex. Long-term care concerns, saving enough to retire for almost as long as a retiree worked, and optimizing Social

No one would deny that 2017 was a banner year for the markets...at year end, all the equity indices were close to their all time highs. Even the WSMSI (Working Capital Model Select Income

“Happiness is not something ready-made. It comes from your own actions.” The Dalai Lama said these words in response to a question about how to find true happiness in life.

You Don’t Want to Run Out of Income Before You Run Out of Life. Some people don’t know how to turn their money into a lifetime income stream.

Clients Must Depend On and Trust Their Financial Planners. If you climb into a Porsche or Corvette, you feel you could drive fast, and you just might do so.

USA Today recently reported that the typical 65-year-old man living an average lifespan will spend $189,687 in today's dollars on medical care in retirement, while the typical 65-year-old

The recent volatility of the stock market, combined with the financial uncertainty facing many people in or near retirement age, could mean a bumpy ride for them down the

Results from the Bureau of Labor Statistics’ 2017 National Compensation Survey reports that 23 percent of U.S. workers participate in a pension plan.

Despite the significant strides the financial services industry has made toward better informing clients of the cost of doing business, advisors using the fiduciary standard believe more