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You And I Will Work Together To Ensure You Are Living Your Best Life, Financially And Otherwise



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Have You Thought of House Sitting?

Some retirees want to travel to new places and explore the world, while others are looking to spend extended lengths of time visiting family and friends. But travel can be costly. Luckily, there’s a solution for you to consider: house sitting.

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Retirement Income: Reviewing the Bucket Strategy

In the face of ever expanding life expectancies and rising retirement costs, planning for lifetime income sufficiency is more daunting than ever. Retirees must be able to come up with an optimal spend-down plan that protects them from prolonged market declines while maintaining the lifetime income value of their assets for as many as 30 years or more.

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How to Design Your Encore Career

If you’re like millions of other Americans in the twilight of their careers, you may be thinking about switching up your career and current job. While the desire for a paycheck is a key driver for some, it is the pursuit of a purpose and a passion that drives most people into an “encore career.”