The saving versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Pose this question to a group of financial
The current economic environment has caused most everyone to reconsider their personal finances with many people having to drastically change their spending and
This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of
Who doesn’t like options? We love them when buying a car, and we expect them when ordering lunch off a fast-food menu. When buying life insurance, however, too
One of the principal tenets of investing is that no one single investment is right for everyone. Every investment has certain characteristics, risks, and
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule
As anyone would have expected, the extraordinary convergence of extreme stock market volatility, low interest rates, declining home values, diminished
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without
If you listen to any of the world’s leading investors they will tell you that nothing is more important to long-term investment success than a clear investment
The decision to go forward with your plans to start a family is a joyous one, but it can also lead to increased stress especially if your financial house has
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax
Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to