Updates
Four Ways to Keep Seniors’ Finances Safe
In our latest blog, we covered four of the most common scams targeting senior citizens. As fraud rates rise, we’ve been counseling our clients on how to protect themselves and their families from t…
Senior Scams: Four real stories from clients
We’ve been talking with our senior clients—and our clients with senior family members—about the rise in scams targeting the over-65 crowd.
The surge in senior financial fraud is troubling. …
Replace Income in Retirement Using the Bucketing Approach
Retirement is a daunting transition. There are big changes in identity (“I am no longer defined by my profession”), relationships (“I don’t see the guys much anymore”), and time (“What do…
Surprised by your 2018 taxes?
If you were like many Americans, you might have been surprised by either a smaller refund or a larger bill than you expected. 2017’s Tax Cuts and Jobs Act affected taxpayers in unexpected ways, espe…
Can investing save the world? A case for impact investments
It seems that everyone likes to hate on business lately. Politicians rail against corporate interests and Wall Street greed. In pop culture, the bad guys are almost always in suits and ties. One rece…
