To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE
Financial Planning
Recent studies of retirees have led to the following conclusion: “Retirees say health is the #1 ingredient for a happy retirement.” Financial security, family and purpose were all important, but health was tops. And this makes perfect sense, as goodREAD MORE
When it comes to finding a financial advisor, staying local can make all the difference. Unlike a large national chain or the impersonal nature of online platforms, a local financial advisor provides a level of personalization and service that’s hardREAD MORE
As financial planners, we run a lot of retirement projections. We tend to assume a long life to account for the financial impact of longevity. Long life in our projections is typically age 96. The idea is that there isREAD MORE
In today’s digital world, more and more families’ finances are being managed online. Everything from paying bills, managing utilities, and scheduling medical appointments may be done online these days. When it comes time to take a more active role inREAD MORE