2017-08-25

“Longevity Risk” in Retirement

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When you hear your financial advisor mention “risk of longevity,” what exactly are we talking about? Longevity refers to “long life” or “length of life.” Simply put, longevity risk is the risk that someone will outlive their wealth and...

2017-08-25

17 Ideas for 2017

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If you find yourself making the same old, same old resolutions every year, we wanted to help change things up by offering you some new ideas you might want to add to your list of goals for 2017. Schedule checkups. Schedule your yearly...

2017-08-25

Do You Need a Will or Trust? Or Both?

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When it comes to estate planning most of us are at least familiar with the terms “will” and “trust.” However, it’s important to understand how they work. One difference is that a will goes into effect after death while a trust can be...

2017-08-25

Work Longer, Live Longer

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We’ve often heard that people who retire early tend to die sooner than those who delay retirement. A 2016 study by Oregon State University seems to confirm those suspicions with some startling numbers. The research, also featured in...

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