As your parents age, they will probably need more help from you. But it may be difficult to provide the help they need, especially if they’re experiencing financial trouble. Money can be a sensitive subject to discuss, but you’ll need to talk to your parents about it in order to get to the root of their problems […]
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The Great Joy of Traveling
Some of the best conversations I have with our clients is finding out where folks have gone and what adventures they have encountered during the year. Nothing makes me happier than seeing our clients happy, healthy and yes, wealthy. Wealth permits us to enjoy some of life’s luxuries, including travel. Travel is certainly an indulgence […]
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Asset Allocation in Retirement
Your asset allocation strategy in retirement will probably be different than the one you used when saving for retirement. During your accumulation years, your asset allocation decisions may have been focused primarily on long-term growth. But as you transition into retirement, your priorities for and demands on your portfolio are likely to be different. For […]
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Inflation Doesn’t Retire When You Do
The need to outpace inflation doesn’t end at retirement; in fact, it becomes even more important. If you’re living on a fixed income, you need to make sure your investing strategy takes inflation into account. Otherwise, you may have less buying power in the later years of your retirement because your income doesn’t stretch as […]
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Health Insurance In Retirement
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There’s also a chance that your health will decline as you grow older, […]