There’s a big difference between investing in your twenties and thirties and investing as you approach and enter retirement. We’ll help you deal with the difference between accumulating savings for retirement and making your savings both last and provide an income in retirement. It is our goal to work with you so that you are managing your money in a way that is improving your life.
It’s not easy to be emotionally or financially prepared for the death of a spouse. And even when immediate matters have been taken care of, you still may not be ready to deal with financial decisions. We are aware of the need for sound advice regarding the financial decisions that come with widowhood and understand that emotions come into play. We are sensitive that you may need to move on at your own pace.
The financial decisions you make during divorce may affect the rest of your life. Yet it’s a difficult thing to try to make rational financial decisions while going through the stress of divorce. We are with you to help you make sound decisions that will lay the foundation for the next phase of your life. Find out more on how we work with couples, individuals, mediators and attorneys, providing financial advice during divorce.
By Andrew Hatherley on Mar 24, 2020
It’s tax season again, and a question we get from a number of clients after receiving their yearend statements is, “Are my investment advisory fees tax deductible?” And the answer is an equivocal, “It depends.”
By Andrew Hatherley on Mar 17, 2020
While the current stock market boom has some people rejoicing it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally s is not likely to make people forget the carnage left behind in their 401(k) s and stock portfolios after one of the worst market declines in our history.
By Andrew Hatherley on Mar 10, 2020
When the decision to buy life insurance is finally made it brings a sense of relief and comfort to most, until they begin the agonizing process of deciding which kind of life insurance to buy. The choices are many, and the process can be daunting, however, it is made easier when you have at least a basic understanding of the difference between term life and whole life.
