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One of the communication tools we use when discussing retirement plans is the Personal Economic Model®. Much as a medical doctor would use an anatomical model to convey medical concepts, we use this model to convey financial concepts.

If what you thought to be true about mortgages turned out not to be true, when would you want to know? It is likely that during your lifetime you will allocate more dollars to the place you are going to sleep than anything else. As such, th

If you have had any previous experience with a financial advisor, chances are the conversation revolved around how much money you have, where it’s located, we can do a better job.  It would seem that most investment firms share the same sin

It’s a funny thing about advice. Everyone seems to have an overabundance of knowing what others should do, and they have no problem telling you about it, especially when monetary gain is a motivating factor. However, there also seems to be