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Planning for a Successful Marriage in Retirement

Anyone who has been married for a long time knows that there are ups and downs. As is the case with any meaningful relationship, you do not always see eye to eye in every circumstance. Sometimes, that results in a disagreement, but usually, you end up working it out, compromising, or at the very least agreeing to disagree.

When it comes to transitioning to retirement, a fair amount of strain can be put on even the happiest of marriages. With any major life change, there comes an adjustment period and a time to manage your expectations and reach compromises with your spouse about what you see your retirement looking like.

What to Do When There Is Threat of Market Fluctuation

One of our responsibilities as an investment advisor is to help you put market news in its proper perspective, especially when the media is reporting the potential for global market corrections in the wake of political events, like the replacement of Fed Chair Janet Yellen. If you’re reading the popular press, you’re seeing a lot…

Nearing Retirement? Steps to Take for a Confident Transition

All of us dream of a confident retirement. For some, the first thing that comes to mind when imagining retirement is simply relaxing. And while spending your days on the golf course might be fun for a while, true happiness in retirement is usually found in finding new routines, interests, and opportunities that a confident retirement can provide. The opportunity to do more of what you want to do and less of what you are bound to do is the true goal of retirement planning.

Helping Your Aging Parents Get Organized and Age in Place

As people advance in age there are necessary steps to take to help them unburden the physical demands of getting around. Helping aging parents organize their physical space to ensure their ability to move safely through their home is important, but it is important to help them reduce their mental strain too. Organizing paperwork and bills, showing them where and how to access vital information and reducing their clutter can help those in old age to stay safely in their homes without feeling overwhelmed and confined by clutter and disarray.  The following is a guide to help people stay independent and mentally and physically un

How Do You Define Financial Success?

When it comes to happiness, success is often synonymous. But what, exactly, does that mean to you? If we see a person who is successful, it is often assumed that they are happy. On an existential level we should consider what it all means. In reality, we actually have no idea whether or not that person is either happy or successful; for a couple of reasons: First of all, we can only measure someone else’s success or happiness by what we know about them. Secondly, and more importantly, we can only measure someone else’s success or happiness by how we define success and happiness. There is really no way of knowing whether their measures are even similar to our own.