Making the Best of Long-Term Care

There is nothing that can deplete retirement funds more than extensive health care and long-term care costs. During client review meetings, we believe incorporating a discussion regarding long-term care insurance is an important facet of a holistic financial plan. At some point in our lives we have either experienced personally or know someone that has seen a family[...] Continue reading

Tip of the month: Strengthening your relationship with your financial advisor

There are plenty of articles and websites dedicated to providing people with dating and marriage advice. These sources share tips on how to move in with someone, when to introduce them to your parents, and how to deal with a significant other's quirky behavior. However, another relationship worth looking to improve upon is the one people have with their financial[...] Continue reading

A Q&A on target date funds: An all-in-one solution?

According to recent studies from Pensions & Investments, of the $3.7 trillion in defined contribution assets, 20 percent comes from target date funds. Since 2015, there has been a steady increase in these vehicles. We sat down with Denny Baish, senior investment analyst and portfolio manager, to hear his thoughts on target date funds, and the ins and outs that[...] Continue reading

A Q&A on Target Date Funds: An All-in-One Solution?

According to recent studies from Pensions & Investments, of the $3.7 trillion in defined contribution assets, 20 percent comes from target date funds. Since 2015, there has been a steady increase in these vehicles. We sat down with Denny Baish, senior investment analyst and portfolio manager, to hear his thoughts on target date funds, and the ins and outs that[...] Continue reading

Trending in the Cyber Criminal World: Personalized Scams

Unfortunately, cyber criminals continue to evolve and invent new ways to steal individual’s money or information. One new technique that is becoming more apparent is personalized scams: when a cyber criminal finds or purchases a database of people’s names, passwords, phone numbers or other details, and then targets the individual through this information. The new[...] Continue reading