By Andrew Harvey AIF®, CPFA™ I’ve written in the past about how it’s never too early for a young professional to engage in the financial planning process. Similarly, outlining the key aspects of your estate […]
Retirement, per se, is still a relatively new phenomenon. Not all that long ago, people pretty much worked until they died. “Retirement” as a definite period of your lifetime is something that only really came […]
According to HealthView’s annual report: The average healthy 65-year-old couple retiring this year is projected to spend $288,400 in today’s dollars on lifetime Medicare Parts B, D and supplemental insurance (Plan F) premiums. When dental, […]
Stocks have to go down… This is why they’re called risk assets. When the possibility of loss goes away, so too does the probability of gains. These are the times that successful long-term investors separate […]
Happy New Year’s Eve! The most natural thing to do this time of year is to reflect back on the past year, lay out some hopeful intentions for the coming year and generally ‘take stock’ […]
