Platinum Level Service
People ask me regularly what all I do for clients. I figured it was time to put it down on paper my services, which I have nicknamed Platinum Level Service.
People ask me regularly what all I do for clients. I figured it was time to put it down on paper my services, which I have nicknamed Platinum Level Service.
It is estimated financial abuse costs seniors over $35 billion annually, and many people think this number is low. There are steps that can be taken to help reduce the likelihood of financial abuse and it comes down to financial caretaking. Join me as I explain how I tackle this issue with clients.
Health care costs in retirement are a significant expense for every retiree. Fidelity updated its recent report estimating what it will cost the average 65-year old couple retiring now.
Tax season for 2017 is over...for most of us. Now it is time to revisit a few other key items that are a part of everyone's personal financial planning picture.
The bucket strategy for retirement income has been around for quite some time. My client's enjoy this approach as it is easy to understand and beneficial when the market sees a lot of volatility. In the article I dig a bit deeper into how this strategy works.
The first quarter of 2018 has come to an end. How about we take a quick look at where things stand.