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Essential Allies: Financial Advisors and Estate Planning Attorneys

This week, our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But your financial advisor shouldn’t operate in a vacuum, isolated from other members of your “retirement team.” For this article, we’re considering the question: what good things can happen when a retiree’s … Read more

How Much Should Financial Planning Cost? A Guide to Advisor Fees

This week on the Blog, we’re focusing our attention on the financial side of retirement planning. We’re featuring an article on how to select a planner, while another article talks about the critical relationship between your financial planner and your estate planning attorney. But this article from Kiplinger helps answer the question many of us … Read more

How to Choose the Financial Advisor Who’s Right for You

Type the words “financial planner” or “financial advisor” into your search engine and you’ll get well over two and a half million hits. Face it – many people (perhaps even most people) would benefit from the services of a qualified financial planner, but when it comes to selecting the right one, we’re stumped. Make no … Read more

Rethinking Retirement: How Longevity Impacts Financial Planning

“Do I have enough money to retire?” There was a time when that relatively simple question lay at the center of retirement planning. Today, however, the landscape has changed dramatically. These days, most retirees are living longer than ever, and retirement planners and financial advisors are adjusting their advice accordingly. That was our take-away from … Read more

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