A Mindset Shift
One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety of answers. All too often,
ISSUE 158: Special Section
One of my key questions to new clients focuses on what retirement really means. I have heard a wide variety of answers. All too often,
If you’re like me, you’ve likely experienced a sense of regret or disappointment at some time in your life. All too often shame, guilt, and
What exactly constitutes a personal financial crisis? Chief among those crises we have heard about is experiencing an event that consumes all readily available cash
Busyness seems to be a way of life these days. There is much to do and remember as a cascade of information comes at us
LEXINGTON Perhaps you have seen the articles stating the rule-of-thumb that a 65-year-old healthy couple can expect to spend about $250,000 on healthcare over the
When you were a child, did you ever play a popular board game called The Game of Life? It simulates a person traveling through life,
This past year, Halloween was barely over when House Republicans introduced their version of tax reform with the goal of getting something into law before
What’s the first thing that pops into your mind as you look back on 2017? Was it a good year? A bad year? A so-so
The college choice decision is one of the most stressful, and arguably, one of the most significant financial decisions that a family will ever need
Nearly everywhere I turn these days, I run into someone who has either begun to care for their aging parent or are fearful that they
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