General Topics

What Will Your Lifestyle Cost in Retirement?

Here’s a question I often pose to soon-to-be retirees: “What does it cost to be you?” The point of asking is to see if you know the cost of your lifestyle. My experience tells me most clients don’t know the answer. I then urge them to track their spending so...

Planning for Retirement – A Millennial Perspective

Growing up, my friends and I were always asked, “What do you want to be when you grow up?” I wanted to be a starting point guard in the WNBA until 7th grade when my life ambition changed to becoming a professional volleyball player. Some answers from my peers...

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