Why Your Spending May Not Decrease in Retirement

Why Your Spending May Not Decrease in Retirement

Very often, the success of one’s retirement plan is dependent upon the accuracy of the assumptions in the plan. You’ve likely made assumptions about your retirement income, your life expectancy and maybe even your need for medical care. One big assumption is the...
You Just Inherited a Substantial Amount of Money. Now What?

You Just Inherited a Substantial Amount of Money. Now What?

Did you recently inherit a significant amount of money or assets from a parent, grandparent or other loved one? If so, you’re not alone. According to analysts, the United States population has recently entered a phase informally known as “the great wealth transfer,”...