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Saving for your child’s education: Which accounts to use when

By Anh Thu Tran, MBA As our society becomes more technologically advanced, we become increasingly dependent upon an educated workforce. Consequently, a good education is often critical to one’s success. An article in U.S. News and World Report noted that it takes about $233,610 to rai
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Long-term care insurance (LTC): Evaluating cost and benefit

By Gary Brooks, CFP® One of the most difficult financial planning decisions is whether to purchase long-term-care insurance to possibly cover the costs of extended care late in life. It is hard to know whether you clearly have enough savings to self-insure against this potential need
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Financial Planning in your 50’s

By Allyn Hughes, CFP®, ChFC®, CLU®, CAP® For many, their 50’s is a feast or famine period. On average, household incomes for people in their 50’s are higher than previous working years. Successful couples are likely at or near the height of their earning capacity. Many in their 50’s a
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  • Happy sophisticated senior couple celebrating golden anniversary at a fancy restaurant.

Retirement income withdrawal strategies

By Anh Thu Tran, MBA Turning savings into income The decline in company pensions has resulted in more and more Americans becoming personally responsible for funding their own retirement. Countless articles have been written to help workers save adequately for this impending phase of l
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