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Sarah Cited in Article on Dementia and Financial Planning

An October 20 article at New Retirement, titled “How to Deal with Dementia or Alzheimer’s: 5 Retirement Financial Planning Steps,” focuses on coping with the financial challenges of dementia. One of the keys to preparing for this possibility in retirement...

Can Feeling Grateful Save You Money?

Watch this video on YouTube Do you want to more easily change your over-spending behavior? According to some new research, maybe all you need is a bit of gratitude. Before you brush this idea aside as just another “feel good” theory, you may want to...

Let Heirs Know Your Legacy Plans

Watch this video on YouTube Estate planning can be one of the most emotionally difficult aspects of financial planning. One often-overlooked aspect of estate planning is talking with your heirs about your legacy plans. While most of us probably accept in theory that...

New York Times on Fiduciary Financial Advisors

The New York Times recently published a thought-provoking article on the issue of fiduciary standards and integrity among financial advisors. The story, by Tara Siegel Bernard, appeared October 10 and is titled “Before the Advice, Check Out the Adviser.”...

Could Your Financial Planner Be Replaced by a Computer?

“Digital Rivals: Weighing the Robo Threat” may sound like a science fiction movie, but it’s the title of an October 13 piece by Bruce W. Fraser in Financial Planning. Rick is one of the advisors quoted in the article, which takes a look at whether...