This blog is intended to educate, enlighten, amuse and ( hopefully) persuade. It is not my intention to annoy, or insult or provoke the reader. However, in the current hyper-sensitive political and economic environment, I am pretty sure that some of my posts, or my guest bloggers’ posts, will rub readers the wrong way. My overall intention is to try to have the reader look at current economic and/or geopolitical things in the news in more depth, and think about the potential implications…

Recent Posts

Why Long-Term Care Planning Belongs in Your Plan

Why Long-Term Care Planning Belongs in Your Plan

Long-term care planning is an important part of preparing for retirement because it affects more than finances. It can influence personal independence, family responsibilities, and the range of...
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“Age”-Old Considerations: Asset Allocation Strategies

“Age”-Old Considerations: Asset Allocation Strategies

Asset allocation plays a pivotal role in shaping a long-term investment strategy, but age is only one piece of the puzzle. While many people believe their portfolio mix should be driven primarily...
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401(k) Options Overview

401(k) Options Overview

Offering a retirement plan is an essential way for businesses to support employees’ long‑term financial stability. It also strengthens your ability to attract strong talent and keep your team...
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Income and Life Insurance

Income and Life Insurance

Life insurance plays a key role in protecting your household, but many policies remain unchanged long after they’re purchased. As income rises and financial responsibilities expand, coverage can...
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