Planning Matters.

Changing Jobs? What You Need to Know (Part 2 of 2)

There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.

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Happy Birthday? Retirement Decisions at 55+

If you will be hitting a “milestone” birthday soon, you’ll have some decisions to make (in addition to what you should plan to wish for when you blow out the candles). Some of these choices can’t be changed later. Rather than waiting to evaluate your alternatives at the time you need to choose, it’s smart to start thinking about them now.

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Gridlock on Capitol Hill: What Markets are Conveying

Asset class performance in 2017 is significantly different than during the period from Election Day through year-end 2016. What are markets conveying?

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Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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Company Retirement Plans Need a Makeover

As company pensions become less common, today’s workers are becoming heavily responsible for attaining retirement security through their own savings. That’s no small task.

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