Your Pre-Retirement Checklist, Ep #68
When making your retirement decision, you likely get one chance to get it right. These type of situations are where checklists can shine. Understanding all your financial opportunities pre-retirement, can…
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Where’s the Value?
From 1928–2017 the value premium, the return difference between stocks with low relative prices (value) and stocks with high relative prices (growth), in the US had a positive annualized return…
Why Bother Diversifying with International Stocks? Ep #67
 It’s easy to stick with investments that are leaving all other assets in the dust. In fact, logic tells us because they’re performing so well, we should buy more.…
Considerations for the Medicare Surtax on Investment Income
Prior to 2013, Medicare taxes had only been imposed on earned income. That is, income earned through employee wages or self-employment earnings. However, beginning in 2013, to help fund the…
3 Frequently Asked Financial Questions, Ep #66
On this episode, we revisit some of our favorite clips to cover some of the more important frequently asked financial questions. Taken from episode 6 is the question: Do I…
Will I Be Better Off?
Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have…
What Tops Your Financial Bucket List?, Ep #65
All of us have a subconscious financial bucket list of things we want to accomplish. In talking with thousands of clients, we compiled a few of the biggest checklist items…
How to Keep Health Care Costs Down
Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona. The weekend before I left my 3-year-old was sick with a stomach virus. I was scheduled…
Your Social Security Guide in Less than 30 Minutes, Ep #64
One of the difficulties in decisions around retirement, is most people only get one chance. Making the most of that chance involves essential decisions around when and how you choose…
Should I Buy Long Term Care Insurance?
This is a topic we discuss with our clients regularly. With an aging population comes increased options for retirement living, assisted living and nursing care options. Along with increased options…
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We break down some of the most important questions we are asked on a regular basis.