If you have appreciated investments in a brokerage account, whether it be mutual funds, ETFs, or a concentrated individual stock position, you should know about an opportunity that exists... Read More
Moving into a retirement community can be a great way to improve your overall health care, reduce the stress of home ownership, and find new social activities and outlets.... Read More
Those who are charitably inclined, but also early in retirement, often find it hard to balance between ensuring they have the retirement portfolio needed to accomplish their goals for... Read More
Private credit is a relatively new type of investment that has grown rapidly, and is aggressively sold to investors and advisors with the promise of higher returns. Investing in... Read More
Investing in municipal bonds is a topic we get asked about frequently. It is a topic that seems straightforward, but actually has some complicated features and calculations that we... Read More
Gifting money is a great way to help out a family member in need, or just a way to share your wealth with loved ones. However, there are ways... Read More
As you think about your retirement, you may be naturally concerned about outliving your savings, which we call longevity risk. We use five main strategies for ensuring that you... Read More
Certificates of Deposit (CDs) have long been a popular choice for savers seeking a secure investment for their cash, but with a higher interest rate than a checking or... Read More
If you are in position to retire with $2 million or more, you have done an excellent job saving for retirement. And now, once you retire you will deal... Read More
You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
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