The Blog

On the surface, retirement planning might look like nothing more than logic, numbers, and projections. But effective retirement planning goes much deeper than that. The heart of your retirement plan is you; your wants, needs, and goals. Your investments and savings accounts play a huge role in what your retirement will look like, but they […]

How did you picture yourself in retirement in your 30s and 40s?  In all likelihood, you imagined:  However, for some, the vision they had for their lives in this new chapter is forever altered by the loss of a spouse or life partner. A past client of mine walked this path – and it was […]