15 Dec 2017

Posted at 16:45h in The Friday Brief by

That’s a great question. It’s a question that I hear a lot as a financial planner. Maybe it’s a question YOU have, sitting wherever you’re sitting, reading this article. Here’s the thing though, like most great questions, questions that seem like they should have a great...

28 Jul 2017

Posted at 13:10h in The Friday Brief by

As suggested would happen in a Brief weeks ago, Senate Republicans have failed to repeal the Affordable Care Act, or Obamacare. While the opposition was fierce from Democrats, the media, health providers, special interest groups, and the insurance industry, the lethal blow was delivered by...

10 Jun 2016

Posted at 12:04h in The Friday Brief by
A frequent question from both young and old clients is “Will I get my benefits?” You might be surprised to learn that the Social Security Program is not as bad off as you might think. That said, the program will be changing in the next 20 years, so it behooves the thoughtful planner of every age to consider and be ready for possible worst cases, while there's time to replace possible gaps in retirement income.