The Costs of Long-Term Care

The Costs of Long-Term Care

Jun 17, 2019 | Financial Planning

  Photo by nata777_7 Those preparing for retirement today should also seek to prepare themselves for a growing financial concern: long-term care. Long-term care is increasingly needed by people over the age of 65, can be very expensive, and is generally not...
Five Tax-Saving Strategies for the Trump Era

Five Tax-Saving Strategies for the Trump Era

May 2, 2019 | Financial Planning

Photo by cabania Minimizing taxes is important in building and protecting wealth over the long-term.  However, navigating the highly complex and ever-changing tax code is not an easy task.  The Tax Cuts & Jobs Act (often referred to as the “Trump Tax Cuts”)...
Focusing on the Controllable

Focusing on the Controllable

Sep 19, 2018 | Financial Planning

Photo by mybaitshop All of us have various concerns in our lives that command our time and energy. However, there is often little if anything that one can do to affect or control these worries.  This is especially true in the context of managing one’s personal...
Fiduciary Duty

Fiduciary Duty

Jul 8, 2017 | Financial Planning

Photo by magele-picture To achieve their financial goals, clients must be able to trust their financial advisors. Unfortunately, the financial advice industry is rife with conflicting interests, misguided incentives, and confusing terminology. Financial advisors who...