Sound Insights

After saving money in a 401(k) or IRA for decades, the last thing you need is a stock market downturn at the start of your

If you’re putting together an estate plan, you have no doubt heard about the benefits of a living trust. Assets placed in a trust won’t

For decades, financial advisors have used the metaphor of a “three-legged stool” to describe America’s retirement system. The equation for late-life security is having a

Dispelling myths, dispelling rumors and misinformation is an ongoing battle for financial advisors. Estate planning is a topic especially prone to myths, starting with the

Life has changed for many Americans at or near retirement over the past two years. People lost jobs, health concerns abounded, and this all resulted

You can’t control the market, how long you’re going to live, inflation, healthcare costs, your healthcare needs, tax changes, pension or Social Security solvency, economic

Saving money is often mentioned as one of the core steps toward financial success. Also important is deciding where to save money, as there are

If investing and saving for retirement were based solely on objective mathematics, a healthy nest egg could be a forgone conclusion for many of us.

For many people, one of the most daunting financial challenges in life is figuring out how to pivot into retirement. It’s quite a leap to