News Update

Retirement Perceptions Clash with Reality

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Retirement Perceptions Clash with Reality Nearly half of Americans don’t believe they will have enough money to retire comfortably. Fortunately, it seems many tend to predict the worst while discovering a comfortable retirement.¹ Perception VS Reality There is a gap between people's perceptions of what retirement will be...

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What Women Shouldn’t Retire Without

What Women Shouldn’t Retire Without

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A practical financial checklist for the future.   When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these...

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Beware of Lifestyle Creep

Beware of Lifestyle Creep

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Sometimes more money can mean more problems.   “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend.   Frequently, the newly affluent are the most susceptible. As people establish themselves as doctors and lawyers, executives, and...

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