Not too many years ago, the word “retirement” was associated with people spending hours on the golf course or traveling leisurely around the world. Today, people are living longer and in many cases, are healthier, thanks to lifestyle changes and advances in medical care. Also, the notion that at age sixty-five you must stop working and move to a retirement … Read More
Here are 7 things I’ve learned from watching our clients
The best part about being a financial planner is learning by watching what other people do. Here are 7 things we’ve learned from watching our clients over the years.