Planning for your future retirement income needs is one of the most challenging financial tasks you will face. There is a lot of uncertainty surrounding the future of the economy, as well as your potential life expectancy. Some factors, such as market performance,...
Every profession has designations that reward hard work and dedication. For example, personal accountants often pursue their Certified Public Accountant (CPA) designation. In our industry, one such designation is the CERTIFIED FINANCIAL PLANNER™ certification. The...
In the past, annuities have earned a harsh reputation. This is due to untrustworthy salespeople pushing products on investors in order to simply earn a commission. As fiduciaries, we are required by law to do what is in the best interest of the client, regardless of...
My wife and I always had a trip to Italy at the very top of our bucket list. We finally made our dream of exploring Italy a reality this past summer. The trip lived up to every expectation; we learned a lot about the country and ourselves along the way. However, we...
Long-Term Care is the need of professional assistance to perform regular activities of daily living. There are 6 activities of daily living (ADLs) that could qualify an individual for Long-Term Care (LTC) services, including needing assistance with eating,...
