Over the past several decades, life expectancy in the U.S. has increased. This trend has caused many Americans to fear the possibility of running out of money. Expenses during retirement such as taxes and medical costs along with a volatile stock market have seemed to...

Communication, knowledge and agreement about finances and retirement planning issues between couples is very important. What happens if one or both spouses are suddenly faced with job loss? Serious illness? A debilitating injury? The reality is, many couples in America today will need to delay...

As 2017 approaches, Americans can’t help but wonder what the New Year has in store including the fate of retirement planning. Will there be significant tax hikes? Tax breaks? How will the new administration change the way we develop our estate and distribution planning strategies?...

The holiday season is already here and 2016 seemed to fly right by. With upcoming election excitement (and/or concerns) coupled with family gatherings, for many Americans our plates are already full…although Thanksgiving is still few weeks away! Regardless of your political or holiday plans, make...