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The Value of Multiple Retirement Income Streams

April 6, 2022

Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you retired at age 62, your retirement plan might need only…

Not All Fiduciaries Are Created Equal

March 21, 2022

Written by Investment Advisor, Rick Rivera The word “fiduciary” has popped up a lot lately in commercials, in print ads, and in general conversation regarding financial advisors. But what exactly…

How Could Inflation Affect Your Retirement?

March 16, 2022

In recent months, Procter & Gamble has raised prices for its Tide, Gain, Downy and Bounce product portfolio. It recently announced that this spring, consumers also will start paying more…

self employed

Retirement Plans for Self-Employed People

February 15, 2022

As America’s work environment continues to evolve, one thing that has become evident is that — in many cases — the work-from-home (WFH) model has proved to be effective and…

Married couple looking over their finances together

Financial Perspective: Marry, Cohabitate or Stay Single?

February 1, 2022

People have many different reasons for getting married or not getting married. But for some committed couples, it can come down to a few basic points. One of those is…

Navigating Market Volatility: It’s All About Perspective

January 26, 2022

Market volatility makes investors nervous. Logically, we know markets go both up and down, and reaping the rewards of investing comes with a degree of risk. That’s easy to remember…

4 Myths of Long-Term Care

January 18, 2022

Today, Americans live longer, which means we must address long-term care costs when considering retirement planning.  In 1950, the life expectancy for men was 67 years, and 72 years for…

What’s Up With Inflation?

January 6, 2022

Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that…

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