Using model allocations for our clients works well, as long as we get these two things right.

Holding too much of a single security is a risk many can’t afford to take.

The people of the past couldn’t predict the future. We can’t either.

Insurance offers risk mitigation, but you only need coverages that align with your financial plan.

Finding a risk tolerance that works for you.

Give your survivors that gift of a plan.

Read about one man’s battle with Alzheimer’s and how it impacted his family and finances.

Consider the perspective of members of the sandwich generation; those caught between raising kids and helping their aging parents.

Multi-generational living may be a solution for families who are nursing home averse.

Results of a recent study show interesting priorities for our aging population.