Our Thoughts

"Either write something worth reading or do something worth writing." -Benjamin Franklin


Retirement Income: Which Accounts to Tap First

Posted by on Monday, July 16th, 2018 in Investing, Retirement, Wealth Advisors, Wealth Management | 0 comments

Many people assume that when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea; but not always. Click the thumbnail below to read the full...

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July 2018 Monthly Insight: 5 Steps to Reducing Health Care Costs in Retirement

Posted by on Thursday, July 5th, 2018 in Company News, Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

“Most Americans understand that annual health care costs have been growing faster than inflation for some time.” – Planning for Health Care Costs in Retirement, Vanguard Research, June 2018 5 Steps to Reducing Health Care Costs in Retirement Health care costs will be the biggest expense for most retirees. It’s not a pleasant prospect, but it is a reality. That’s why planning for health care costs is one of the most important parts of a sustainable retirement income plan. In retirement income planning we try to make prudent,...

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No-Regrets Lessons From a Man at Death’s Door

Posted by on Monday, June 18th, 2018 in Personal Finance, Retirement | 0 comments

What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If you’re spending time on things that don’t matter, here’s a chance to rethink your plan. Click the thumbnail below to download the full...

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June 2018 Monthly Insight: GDPR and Your Privacy Rights

Posted by on Monday, June 4th, 2018 in Cybersecurity, Monthly Insights | 0 comments

“You have to fight for your privacy or you lose it.” –Eric Schmidt, former Executive Chairman, Google and Alphabet The General Data Protection Regulation (GDPR) Over the last few weeks, you’ve probably received numerous emails from social media sites, apps you use, and other online service providers announcing they are updating their privacy settings to enhance the user experience and give you more control of your personal data.  The fact of the matter is that nearly all of this recent activity to update privacy settings is...

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Developing a Realizable Vision for Retirement

Posted by on Monday, May 14th, 2018 in Monthly Insights, Personal Finance, Retirement, Wealth Management | 0 comments

Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your advisor—you can design a working plan for retirement that may surpass all your expectations. When most people think of retirement, they imagine leaving a job they’re tired of, getting out of the rat race, and leaving the pressures of employment behind. Often retirement is viewed as a reward for time in the workforce and successful financial planning. But retirement is so much more than giving up a job and relaxing. Retirees are entering one...

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