Financial planning blog

We are ending a decade that a decade ago we could not have predicted. And, ten years from now, we may be wondering how did we end up here? In 2009, Barack Obama became president, won a Nobel Peace Prize and promised to overhaul healthcare with a “Public Option.” Sandra Sotomoyor joined the Supreme Court....Read More

Some time ago, LTC Bart Combs, president of SOLKOA, gave us timely advice about international travel. Bart uses his 20 years of experience to train US Armed Forces and Government employees SERE: Safety, Evasion, Resistance and Escape. One of the many interesting things I learned is what a US Embassy will and will not do. I...Read More

“Millions of older households will need improved transportation options, greater opportunities for engagement, and more access to supportive services.” –Joint Center for Housing Studies of Harvard University Recently, I discussed the idea of moving to the city in retirement. This week, I’ll look at a recent report from Harvard that says a good number of...Read More

“Many boomers are ditching suburban home ownership for rentals in urban centers,” says Diane Eastabrook. (1) I was recently interviewed for an article on Forbes, and I thought the writer did a great job. You might enjoy it. Click here to read her story: Moving Back to the City in Midlife – Diane Eastabrook Let...Read More

Here are three fun items related to the World Series and your investments. The New York Yankees have spent $2 billion on their roster over the past decade, more than any other team, by far, with no World Series appearances to show for it. The players were the best—by stats. They were largely bought out...Read More

As the clock turns and we enter the fourth quarter, it’s a good time to assess our investments. If you have not spoken to your financial advisor recently, please reply to this email or reach out to him or her directly. We are here to hear you! Our research team has a few insights about...Read More