(888) 234-7982

Accounting for Health Care

I may sound like a broken record at times, but an effective financial plan goes far beyond investment selection. I was recently quoted in an article for an industry publication on how advisors approach Medicare and health care planning with clients.  I thought the...

When I’m 64

It wasn’t listening to Paul McCartney sing “When I’m 64” at his recent concert that inspired this week’s blog, but the fact that in 2011, another baby boomer turns 65 about every 10 seconds. Although age 66 is when you will reach Full Retirement Age for Social...

Update from Washington

It was my hope this week to follow up my May blog on how changes in Social Security might impact you with an update on how the debt ceiling and budget agreement in Washington would do the same. One small problem, I was relying on Washington to actually have a deal in...