Aug 25, 2022

Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On part two of this conversation, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce when it comes to other assets besides the house.

Here’s some of...

Aug 11, 2022

Going through a divorce at any age is difficult but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

Divorcee are often in a more complicated financial situation than many of the...

Jul 21, 2022

In some ways, retirement planning was easier for past generations. From the loss of pensions to changes in the market retirement planning just isn’t what it used to be. Planning has even changed throughout the past five years. So, what do we need to prepare for that our parents and grandparents didn't?

We are living...

Jul 7, 2022

With current market volatility, you may be thinking of working with an advisor if you’ve been DIYing your retirement up until this point. However, with so many options and information out there what should you look for in an advisor?

If an advisor seems to work with a lot of clients, you definitely want to make sure...

Jun 16, 2022

Having an advisor that effectively communicates to you is essential in understanding your financial plan and the strategy they are helping you build. There are so many ways to communicate these days: in person, through phones, social media, podcasts, etc. Which do you prefer?

During the pandemic, 41% of advisors,...