While the idea of retirement has changed, certain financial assumptions haven’t. We’ve all heard about the “new retirement”, the mix of work and play that many of us assume we will have in our lives one day. We do not expect “retirement” to be all leisure. While this is becoming a cultural assumption among baby [...]

A cottage industry of condescending books doesn’t address the real issue. Why do we cling to the myth that women don’t understand money as well as men? If you look at the personal finance books out right now, some of the titles might convince you that women need “special help” when it comes to figuring [...]

You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write.

In 2010, companies have a whole new retirement plan option. What is a DB(k)? Basically, a DB(k) combines a pension plan with a matching 401(k) plan. As the name implies, it is a defined benefit retirement plan with some of the features of a 401(k). DB(k)s could become great recruiting tools. These hybrid retirement plans [...]

With more Americans living into fragility, POAs and other advanced directives are becoming more important. The point of the POA. A Power of Attorney is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated or mentally incompetent, the POA assigns a trusted party to make decisions on [...]