Feb 2020

Who Needs a Digital Witness?

By Rick Gibson, CFP®

We do pretty much everything online these days. Even if you are resistant to the call of social media, you may still have to interact with digital tools to access your accounts, sign paperwork, and purchase items.

Nov 2019

Financial Focus - When I’m Sixty-Four

By Brian L. Mackin, CFP®

Spending money is easy when you’re still working. But how about if you are thinking of retiring? A key assumption in any retirement cash flow projection is estimating how much will we spend in our golden years. One approach is

Aug 2019

Time for a Retirement Income Assessment?

By Angela Baker, JD, CFP®, CLTC, CASL®

Have you ever wondered how you will be able to afford life in retirement? Did you ever stop to consider when might be a good time to think through these details?