“My Retirement is just as busy as when I was a consultant”- Bill Price The best part of our job is watching our clients create the life they worked so hard to achieve. We recently had the pleasure of speaking with our client Bill Price…
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept….
Peer-to-peer payment apps have made splitting dinner among friends quick and easy. With a few clicks, you send money from your bank account to a friend’s bank account all from the dinner table. However, with the ease that new technology brings, scams typically follow. Zelle,…
If you’ve been reading our newsletter over the past few years, then you’re most likely familiar with the theme of this month’s letter. Gratitude. A simple word. One that we are all very familiar with and have even gone so far as to dedicate an…
With October being National financial planning month, we thought now was a better time than any to discuss just how crucial a financial plan is to your financial and personal goals. That said, it’s also the beginning of the year’s final quarter, and the end…
Why We Continue Fighting to End Alzheimers As many of you know, it’s around this time of year when we start raising additional awareness and funds for our annual walk to end Alzheimer’s. Not only is this a cause that some of us feel passionately…
One source of financial risk that older Americans face is high health care expenses. Although the largest share of these expenses is due to predictable insur- ance premiums, retirees can pay sizable additional out-of-pocket costs as well.1 Medicare and Medicaid help reduce this risk, but…
How to Navigate the Age of Internet Scams and Identity Theft Protecting your money and identity has come a long way since the days when you bought groceries with a check that had your name, birthdate, Social Security number, and address printed on it. But,…
Last week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on…
Markets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…