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Understanding Sequence Risk in Retirement

Understanding Sequence Risk in Retirement

In our recent investor feedback survey, some of our clients commented that they had questions about retirement planning. If you’re nearing retirement age, you’re probably wondering when to claim Social Security, which assets to draw down first,...

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The SECURE Act and Your Retirement Plan Beneficiaries - Do This NOW!

The SECURE Act and Your Retirement Plan Beneficiaries - Do This NOW!

Editor’s Note: Special thanks to Aaron Shahan at Atlas Law in Plymouth, MI for contributing to this article.

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The Value of Advice: Stretching Your Retirement Dollars

The Value of Advice: Stretching Your Retirement Dollars

For some people, deciding whether to work with a financial adviser can be a process fraught with uncertainty. Do you ever wonder if working with an adviser is “worth it,” or whether you could do the job better yourself?

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Why Entrepreneurs Need Financial Planning

Why Entrepreneurs Need Financial Planning

Starting a new business is exciting, and those who start businesses share some unique traits. They’re usually comfortable with risk. They’re optimistic about the future. And some either won’t, or would prefer not to, work for someone else. Many...

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The Best Holiday Gift? A Plan for Your Financial Well-Being

The Best Holiday Gift? A Plan for Your Financial Well-Being

It’s the most generous time of the year, when celebrations, gift-giving and charitable contributions are on the minds of most Americans. For the next few weeks, we’ll see crowded malls, a cascade of online purchases, and presents piling up under...

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