Plan Archives | Page 6 of 10

There’s a New Way of Living Thanks to Longevity

May 16, 2019

Education is the greatest predictor of longevity. We learned this at a recent talk called A Long Bright Future by […]

May 10, 2019

Having great performing investments won’t give you financial security if you don’t have a plan to protect them. If you

April 23, 2019

No doubt you’ve heard of the college admissions bribery scandal and the unsavory details of how affluent, status obsessed parents

April 17, 2019

Did you know that women have just 32 cents of net worth compared to $1 for men? That is a

September 10, 2018

There are some major changes coming to spousal support and taxes beginning 2019 and this can have tremendous impact on

September 6, 2018

In the past few months we have met with a number of professional women going through divorce later in life.

August 27, 2018

Want to live life on your terms? Then find a great financial planner. We hear from many women who are

June 7, 2018

Are you recently married, or plan to in the near future? Start your marriage off right with these tips. I

May 9, 2018

I don’t know many people who look forward to buying a car. It’s usually incredibly stressful, from the time you

March 17, 2018

Thinking of buying a new home? Having just completed the sale of one house and purchase of another one I