September 2024

In a World of Specialists, You May Need a Generalist

Financial Advisor, Financial Planning, Financial Wellness / By

Someone once told me: “I went to see my financial guy about retiring and all we talked about was my mutual fund’s performance! I know that’s important, but don’t I also need to be talking to an attorney about revising my will? And what about long-term care?” Not to wax nostalgic, but things used to […]

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Don’t Let Health Costs Lead to Wealth Loss

Financial Advisor, Financial Planning, Insurance, Retirement, Savings / By

You’re in your 50s, and you plan to retire within the next ten to fifteen years. What should you expect with regard to future healthcare costs? Expect to pay more. In 2022, overall health spending in the U.S. was $13,493 per capita, or a staggering $4.5 trillion (that’s “trillion” with a T). And healthcare costs—as

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