No. 71 of 106 Things We Do For Clients Actively keep in touch with you.
Retiring on a million dollars. The idea may evoke images of lavish retirement homes or luxurious travel. But let’s take a closer look at the real lifestyle that $1 million of retirement savings will afford. It’s reasonable to assume a long-term real return, after adjusting for inflation, of 2% on a diversified investment portfolio. At […]
No. 70 of 106 Things We Do For Clients Monitor changes in your life and family situation.
Life insurance is an important financial planning resource. However, it is not meant as a source of income. Its primary purpose is to provide the means to replace income or to pay taxes or debts. Not everyone needs life insurance. Once you determine that you do, the next big question is how much is appropriate. […]
No. 69 of 106 Things We Do For Clients Work with your tax and legal advisors to help you meet your financial goals.