Estate Planning Misconceptions
Many people postpone creating an estate plan because considering their demise is unsettling. Others make false assumptions which cause them to neglect this important task or make less-than-ideal decisions. Here are a few common misconceptions related to estate...
Spending in Retirement
By: Chris Merchant, CFP®, BFA® Heather and I recently attended a retirement planning conference in Boston, and one of the speakers explained an eye-opening formula which I thought was thought-provoking. He put these numbers up on the screen and asked if anyone in the...
Three Retirement-Planning Lessons from Sun Tzu’s The Art of War
I enjoy reading military history and often think of how wisdom and principals of the past can be applied to modern life. On a recent reread of The Art of War, I reflected on how Sun Tzu’s teachings could be applied to modern day retirement planning. Here are three...
When To Take Social Security Benefits?
On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act into law to help combat unemployment and guarantee income for retirees. Roosevelt acknowledged the limitations of the act, stating, “We can never insure one hundred percent of the...
Trilogy at Lake Frederick, a 55+ Retirement Community in Washington, D.C. Area
Retirement Consulting Interviews with Individuals In or Near Retirement and Counting! Thinking of retirement? Let our experience and financial guidance get you there with confidence. As featured at the Trilogy® at Lake Frederick Homebuyer Workshops… Hunt Country...Follow Us on Facebook:
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