From interesting events to inspiring stories - and yes some financial insights too - check out our recent blog posts.

More Than Just a Number: Age and Retirement

Deciding what age to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also…

The Future of Social Security

Every year, the Trustees of the Social Security Trust Funds release a report to Congress on the current financial condition and projected financial outlook of the program. This year’s report,…

What in the Heck is Bitcoin?

Bitcoin has been receiving a lot of press lately. We’ve had a few people inquire, so we thought we’d shed some light on the mystery. Bitcoin isn’t a single company…

Leasing a Car – The Good and The Bad

Very few people actually enjoy walking onto the lot of a car dealership. For some, the haggling involved in the transaction can make the experience drag out for what feels…

Throwing Out the 4% Rule

This 1990s retirement planning principle seems questionable today. In 1994, a financial advisor named Bill Bengen published research articulating the “4% rule”, which became a landmark of retirement planning.The 4%…

The Retirement We Imagine, The Retirement We Live

Examining the potential differences between assumption & reality. Financially, how might retirement differ from your expectations? To some degree, it will. Just as few weathercasters can accurately predict a month’s…

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