Art and Collectibles: Planning for the Transfer of Your Treasured Property

Posted by Richard on May 7, 2015

  For many individuals collecting artwork, jewelry, antiques, and other vintage treasures is a lifelong passion. Deciding what is to become of your valuable personal assets when you are no longer around to care for them is not something to take lightly, particularly when it comes to planning for the distribution of your estate. Let’s […]

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Growth Investing – A Core Part of Your Long-Term Strategy

Posted by Richard on

Long-term investment goals are as unique as the people who set them. Some investors set their sights on building a dream home; others may be looking to launch a new business. Still others seek the more traditional long-term goals of a comfortable retirement or funding a child’s education. No matter how they differ, all long-term […]

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Planning for Known – and Unknown – Health Care Costs in Retirement

Posted by Richard on

  The issue of health care costs in retirement — and planning for them well in advance of retirement — is becoming a centerpiece of any retirement planning discussion. A recent study by Employee Benefit Research Institute (EBRI) projected that in 2014, men and women who wanted a 90% chance of having enough money to […]

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How Well Do You Know Your 401(k)?

Posted by Richard on

  The old saying “knowledge is power” applies to many situations in life, including retirement planning. The more you know about the benefits your plan offers, the more likely you’ll be to make the most of them and come out ahead financially when it’s time to retire. Here are some questions to test your knowledge […]

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