A few years ago, I was talking with a friend about going to receive a physical. He informed me that he would also like to get physical but preferred to…

If you've been investing for any period of time, you've likely come across two popular investment options: exchange-traded funds (ETFs) and mutual funds. Both give exposure to a diversified basket…

Let's demystify the process of dealing with capital gains taxes when selling your home. If you're not familiar, capital gains tax applies to the profit made when you sell assets,…

Social Security is one of the most important sources of retirement income for most Americans. It provides a guaranteed stream of income that is adjusted for inflation and lasts for…

As a business owner over the age of 50, you've dedicated countless hours to building and growing your enterprise. As you approach retirement, you may be considering the next steps…

As a baby boomer business owner, you've spent a significant portion of your life building and nurturing your enterprise. Over the years, your business has likely grown to become your…

As a successful business owner, you have invested time, energy, and resources into building a thriving enterprise. For many entrepreneurs like you, your business represents the majority of your net…

As a business owner over the age of 50, you've spent years building and nurturing your enterprise, creating a legacy that reflects your hard work, dedication, and passion. Now, with…

As financial advisors, we often encounter clients concerned about the uncertainties surrounding their retirement plans. One powerful tool we use to alleviate these concerns is the Monte Carlo test, a…