How to Keep Your Portfolio from Turning into a Museum Exhibit When I was 25, I believed I was invincible. I wore loud shirts, ate…
Category: Professional Help
Protect Yourself. Protect Your Money. Hiring a financial advisor can be one of the smartest decisions you make in retirement—or one of the riskiest. A…
Ask the Right Questions to Find the Right Fit for Your Retirement Goals Choosing a financial advisor is one of the most important retirement decisions…
Create Peace of Mind With These Essential Papers As we get older, it’s natural to start thinking more about the future—especially how to protect ourselves…
Simple Portfolios for Cognitive Decline
Posted in Memory Loss, Professional Help, and Safe Investing
How to Simplify Your Finances to Protect Against Future Memory Loss Planning for retirement usually means thinking about income, investments, and expenses—but there’s one more…
Money Myth #16 – I Need a Financial Advisor Who Sounds Smart
Posted in Money Myths, and Professional Help
Why Clear Advice Beats Complex Jargon Every Time Welcome to “Money Myths Retirees Still Believe”—a blog series that uncovers the hidden beliefs that can quietly…
Understand how financial advisors get paid – and how that affects their advice When it comes to your money, trust is everything. You want a…
It’s not about picking hot stocks—it’s about helping you make smart, lifelong financial decisions. When most people think of a financial advisor, they picture someone…
Why every retiree needs one—and how to choose the right person to protect your finances As we get older, we plan for many things: retirement…
When Taxes, Investments, or Healthcare Costs Get Overwhelming in Retirement Let’s be honest—retirement is supposed to be a time to relax, not stress over paperwork,…