Did You Know… The US saw 675,000 new people become millionaires last year? We archive our articles and newsletters on our website? We place each article into a ‘Planning Strategies’ …
The Great Decluttering
For everything there is a season. For many of you, it’s time to declutter. Nobody is forcing you to declutter, but you’re probably feeling that desire on some level. Looking …
Back To The Basics: Having a Budget vs. Budgeting
One of the most critical – and often overlooked – aspects of planning a successful retirement is the estimating of expenses during retirement. The ability to project what your lifestyle …
Fall 2019: Briefcase Study: The Pension Decision
A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …
Wills vs. Trusts. Which Plan is Right for You?
Written by Richard Chamberlain, Founder and principal attorney of Chamberlain Law Group, Ltd As an estate planning attorney, one of the most-often asked questions I hear is, “Should I have a Will …
REAL Risk 101
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management ‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to …
Sobering Statistics For Women, Maybe More So For Men
When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …
Consider the Platinum Rule
Nobody said it would be easy to care for the needs of others. Whether as a parent to young children, adult children, or caregiver to your own aging parents, setting …
How An Election Affects Markets
It’s too early to start discussing the 2020 election. That said, I’m regularly hearing concerns during meetings about the upcoming election and its possible effects on the stock market. While …
How Do You Steer A Hot Air Balloon?
How does a balloon rise? Hot air. How does a balloon fall? Cooler air. But how does one steer a hot air balloon? The short answer is wind, but like …