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 …
Spring 2019: Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …
Winter 2018: Briefcase Study
With our progress review season well underway, we’ve had an opportunity to see inside the plans and minds of many families who are intent on building and maintaining a successful …
Briefcase Study: Transition into Retirement
A number of couples that we work with recently found themselves working through a change in their life: the transition into retirement. When a long career ends, what steps might …
Briefcase Study: Those Pesky Remaining Debts
Before retirement, most people would like to pay off any remaining debts, so they can feel good going into that next phase of life all tidied-up. That makes a lot …
Briefcase Study: Winter 2017
The one thing we all seem to want is great reward with very little risk. In the world of celebrities, who wouldn’t want fame and fortune? It’s the tabloid gossip …
(Not-So-Brief)case Study – Special Feature
New Options for Long Term Care Planning When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded …
Briefcase Study
When 2016 began, it was not without drama. The stock market was battered, leading to the worst start to a year in recorded history. That’s right, ever. As I write …
Briefcase Study
We continue to meet with people who have or had a family member who required a meaningful amount of care in a nursing situation, some lasting for years. As a …
January 2015: Briefcase Study
Each issue of The Steward will include a brief case study. In it, strategies will be highlighted that we utilize in solving problems and creating opportunities for our clients. We …
