What is the Best Age to Retire?

When we make a financial decision, we are doing so on the basis of what stories we were taught about money when we were children. Some of these stories were told to us verbally, some we created by observation, some inferred by the behavior of those closest to us. No matter...

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5 Retirement Mistakes to Avoid While Planning for Retirement

Although this list is not all inclusive, here are five retirement mistakes that I see repeated time and again in our initial consultation with clients, and should be avoided to help planning for a successful retirement: 1)   Waiting to take Social Security Many people look at Social Security as a benefit...

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Who Is the Right Financial Advisor for Me?

In this world of credentials half a mile long, how can you tell which financial advisor is the real deal and who is the wannabe? It can be confusing, but we’re here to help. Here’s a guide for how to pick the right financial advisor. Many times, financial advisors are also investment advisors...

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Marrying Later in Life: Have No Fear About Marriage

If you’re a Boomer who is considering marrying later in life and walking down the aisle, there are some things you need to consider. Whether you’re considering remarrying after a divorce, becoming a widow, or even marrying for the first time — getting married is major commitment that will lead...

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Baby Boomer Retirement: Have No Fear About Retirement

Have you ever considered what your “Retirement” will look like? It may take on a whole new meaning with the baby boomer retirement age rapidly approaching. In fact, Boomers are redefining retirement so it no longer means sitting around all day, playing golf 24/7, or babysitting your grandchildren five days a...

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Retirement Stories: Elaine the Dermatologist

These are real retirement stories from real people that have come to me for help with their retirement planning. It’s never too early or ever too late to start planning from retirement, as you’ll find out after reading this retirement story. Elaine is a dermatologist in a regional, multi-discipline practice....

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