
Worried About Living Too Long?
Longevity riskis getting a lot of attention these days, particularly with many of us living in the ‘sandwich generation’ – taking care of both elderly
Longevity riskis getting a lot of attention these days, particularly with many of us living in the ‘sandwich generation’ – taking care of both elderly
Financial planning is about preserving purchasing power for retirement and beyond. It may not be as easy as it looks, especially for those close to
“Money may not be too important to you, pal; but, to me, it ranks right up there with oxygen. Ruth Gordon Former Actress It’s a
Inflation is like glaucoma. You can’t see it on a day-to-day basis, but the erosion of purchasing power is still there. Do you remember when
You guessed it: It depends. You can ask ten people and get ten different opinions about this issue; but, after more than twenty years in
Higher Tax Rates You probably know we now have a new restored 39.6% top marginal tax bracket for high earners. Those people will also be
You’ve seen the commercials with celebrities touting reverse mortgages; ever wonder what they are? Actually, they are just what they sound like: It’s a loan;
Could it be? Apparently, according to the 2012 Fidelity Millionaire Outlook Study. They found a rather large gap between what women and men look for
Believe it or not, car buying isn’t as much of a hassle as it used to be – the reason is simple: There’s so much
Back in 2006 the government passed a law that took effect in 2010 lifting income restrictions on converting individual retirement accounts (IRAs). Now, there’s no
Whether you live locally in Moorpark, Simi Valley, or anywhere else, you may want to consider having a trusted fiduciary financial advisor help with your mid-year review, as you may see.
While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.