How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.

The article "Now is the time for an annual Medicare check-up" from Goodcare.com provides a valuable reminder to take advantage of the upcoming open enrollment period for Medicare. The temptation with all insurance is to “set it and forget it”.  With medical insurance, it is especially important to adjust your health insurance as your health evolves.  The upcoming enrollment period which opens on October 15 is a great opportunity to review your coverage.  Those of you who haven’t reached age 65 aren’t off the hook for this.  Many of your employers also have open enrollment periods approaching before the end of the year so a review of your coverage is also a good idea.  As always, please let us know how we can help.

You want to be a team when it comes to your money...but you're not. Here's why — and what you can do.

The absence of significant inflation, driven by gas prices which are substantially lower than a year ago, means bad news in 2016 for those who receive Social Security benefits - there will be no cost-of-living adjustment, or COLA.  In an unintended consequence, Medicare premiums could also rise for many. 

Theoretically, the best investor is the one with a crystal ball – one who can see the future and capitalize on it.  In the absence of such a magical device, smart investors focus on what they can control to gain an advantage over other investors.

Considering renting your second home for income?  Make sure you give it sufficient thought and discuss with your financial advisor...

The value added through efficient tax management of investments.

Updated figures on the cost of a college education.

Learn about one of the best breaks around...qualified small business stock (QSBS).

What does life look like when you stop focusing so much on achievement and spend more time working on your morality and inner character?

It is estimated that by the year 2030, there will be 58.9 million people in the U.S. over the age of 65—and many of these individuals will still be drivers.

How Do You Invest Your Human Capital?

Behavior Gap

More Than Money: Things You Have to Invest

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Almost everything we’re taught about money is: saving good, spending bad. But what if it's neither...

Contribution limits for employees in 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan will increase from $17,500 to $18,000 next year, the IRS announced Thursday.