retirement planning

January 15, 2020

How the SECURE Act Is Overhauling Retirement Planning

Some pretty big retirement planning changes are officially underway, thanks to new legislation that was passed at the end of 2019. The Setting Every Community... more

February 6, 2019

The Ins and Outs of Retiring Abroad

Your 60s are a unique time. You're on the home stretch of your professional life, your kids are likely grown, and in the back of... more

October 11, 2017

What to Know When You Own Multiple Homes

Whether it’s going away for the weekends, for a month, or for an entire season, having a second or third home can be a blessing... more

October 27, 2015

5 Common Mistakes Owners Make When Selling Their Business

You’ve worked hard to build your business to where it is today. Whether you are selling your business to move on to other things, or... more

July 7, 2014

10 Best Ways For Building Wealth In Today’s Economy

Building the wealth you need to meet life's challenges requires imagination, focus, discipline and time.  The process is more complex than ever before because the... more

April 24, 2014

Why Puerto Rico and Its Pension Obligations Should Worry You

If you think about Puerto Rico, maybe you imagine sun, surf and palm trees.  When I think about Puerto Rico, I see an economic mess.... more

March 11, 2013

Where Will You Live After You Retire?

Planning your retirement involves far more than determining how much income you’ll need. One of the most basic and important decisions is where you want... more

March 5, 2013

Many Women Face Special Challenges as Retirement Nears

Women often find themselves at a disadvantage when it comes to providing for their retirement years. Data shows women tend to live longer than men... more