Are you caring for an aging parent, or believe you will be soon? This could trigger difficult emotional and financial challenges. Don’t miss Retirement Solutions Radio show, “The Significant Financial and Emotional Impact of Caring for an Aging Parent” Listen Now! Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment…

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One of today’s new housing trends was also popular more than thousands of years ago — communal living.1 In the Middle Ages, society was more interdependent. It wasn’t unusual for households to consist of far more than just biological family members; a myriad of shifting residents included townspeople, friends, poor married couples, other people’s children,…

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For decades, young people were told college was the surest route to financial success as an adult. Get a degree, get a good job. However, this formula seems to be broken. During the recession, jobs for recent college graduates were scarce, causing many to continue their higher education and sink deeper into student loan debt.…

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As he does each year, the United States’ arguably most successful investor, Warren Buffett, shared his wisdom and observations at this year’s Berkshire Hathaway annual shareholder meeting. Buffett is known not just for his investment prowess but for his ability to pare down his insights into information the average investor can understand. Wealth managers are…

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Long-term care continues to be a challenging issue in the U.S. It appears the second wave of baby boomers is even more determined to “age at home,” while at the same time, they are more likely to suffer from multiple chronic conditions, such as heart disease and diabetes.1 This confluence of factors makes it all…

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