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Category: General Financial Planning

Posts covering our approach to financial planning and commentary on the subject from various angles.

Should You Buy An Annuity For Retirement Income?

October 16, 2019 BY

Annuities are an important source of retirement income for many retirees. But when does it make sense to purchase an annuity? Read our latest Brief to learn all about the pros and cons of annuities and whether you should consider buying one. … Read more

What is Financial Planning?

September 26, 2019 BY

Ten years ago, I decided to make a major career change that I knew could have longer-term repercussions and affect my overall financial health. Up to that point, I thought I had been financially savvy by maxing out my retirement savings, tracking my spending, saving for retirement and investing that savings in a range of ways. But I didn’t have a formal financial plan in place. … Read more

The Health-Wealth Connection and Gender Differences

July 25, 2019 BY

In this Brief, we explore the connection between health and wealth. In particular, we examine the differences between men and women, both in terms of how they manage their money and the different circumstances that they face. Read more

Robo-Advisors vs. Traditional Financial Advisors

July 25, 2019 BY

In this Brief, we provide an overview of how robo-advisors work, explain the key difference between robo-advisors and traditional financial advisors, and discuss when, how and for whom the use of robo-advisors can be beneficial.… Read more

Is Permanent Life Insurance A Good Way to Save for Retirement?

April 4, 2019 BY

Over the past year, we’ve had an uptick in clients coming to us with permanent life insurance (e.g. whole life or universal life) questions.  As a result, we took a hard look at how such policies work and why and whether it might be beneficial to own some for savings purposes, even when there isn’t a truly permanent life insurance need. The attached is what we learned. … Read more

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