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In it for the Long Haul

In it for the Long Haul

When you think about your future, how far do you venture?  One year, five years, twenty years?  In financial planning and investing we are always encouraging people to think long term.  Life is a marathon, not a sprint.  You’re in it for the long haul, so act...
Managing Money as we Age

Managing Money as we Age

We work hard.  We save diligently.  We take time to educate ourselves about investments, mortgages, insurance, and more.  Then we retire.  We’ve weathered the ups and downs of our own investment accounts, signed up for Medicare, and navigated multiple mortgages or...