Ask yourself a simple question: if something happened to you tomorrow, would your wills and trusts actually do what you think they do? A quick review now is a lot easier than a surprise for your family later.

Nobody, including the Fed, knows the Fed's next move with certainty. What we've described is where things stand today, not a forecast. Understanding why your plan is built the way it is tends to make it easier to stay with it through whatever the Fed does next.

Whether you're five years out from retirement or five months, our work with you focuses on two phases. The goal, in both phases, is the same: to give you a choice.

As we hit the halfway mark in the year, it’s a good time for a check-in. Not guessing or forecasting what will happen, just a look at what has recently happened, measured against what we thought might happen.

When planning for retirement and stepping into it, one of the bigger topics that inevitably comes up is how Medicare factors into your overall financial plan. Here are the five questions we hear most often from our clients, and how we like to think through each one together.

“Should I buy the SpaceX IPO?” I’m not going to tell you whether you should buy it or not. That’s not what this is. What this is, is me making sure you fully understand what you’re really looking into before doing anything.