Advising Couples Toward Retirement

Advising Couples Toward Retirement

by | Apr 27, 2017 | Blog

I came across an online Forbes article by Robert Laura titled “When Couples Argue About Retirement” that snagged my imagination. The 2015 article shares links to a starting-point questionnaire. That instrument has both partners answering retirement lifestyles and time...
Retirement Conversations

Retirement Conversations

by | Apr 7, 2017 | Blog

Carey sat in my office a couple of weeks ago to discuss an investment in his retirement. During our time together, I suggested a strategy not only for this contribution but for those that would follow in the next several years. Once he decided, he said, “I’ve been...