Estate planning is hard. Despite death being one of the only certainties in life, we don’t like to plan for it because we don’t like to think about it. In addition to the...
Estate Planning – Overcoming Barriers
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retirement planning
Conservative Portfolio in Retirement
Should my portfolio be more conservative in retirement? This is one of the most frequent questions we receive. Some old adages like “My portfolio should have the same...
When Can I Retire?
When can I retire?...a question of great significance to many individuals. Laura Bereiter, CPA, CFP®, of White Oaks was quoted for answering this very question. The article...
Financial Independence: The New Dream
A noticeable trend is a desire for financial independence over the traditional notion of retirement. Some may wonder what is the difference in financial independence. It is...
Bad Time to Retire?
Recently a headline in an industry publication got my attention. It screamed, “Sinking at Retirement”; proclaiming that this is the worst possible time to retire. Reason...
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