Can I Live to 100 with Money to Spare?
That goal sounds great; however, retirement and longevity planning can be difficult. While our future is filled with a host of unknowns (family needs, life span, capital market returns, inflation), they should never prevent you from creating a plan....
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Winning the Financial Advisor “Name Game”
It might make sense to seek advice from a financial professional as you plan for retirement, so you start your research. Unfortunately, this results in a myriad of confusing titles: Financial Consultant, Financial Advisor, Advanced Retirement Specialist, Wealth Manager,...
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Next Nest: Volume 2
If you are ready to retire, entering a second career, caring for aging parents, or have adult children, you won't want to miss our series about the financial implications, opportunities and gotcha’s regarding life challenges. In our last story...
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Next Nest: Volume 1
Meet the Carlsons: James, age 60, is a VP and Director at a publicly-held company headquartered in Radnor, PA. His compensation package includes stock options, restricted stock and deferred compensation, in addition to his base salary and bonus. His...
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Financial Impact of a Divorce
Once a marriage has broken down and a decision is made by one or both parties to divorce, the impact can be devastating. Devastating not only to the individuals involved, but also to the children, family, friends and employers...
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