by dkelley | Jun 28, 2016 | blog
Several of the people in our office have college-age children as do our clients, so conversations around topics to prepare us for when our children enter the work force full-time occur frequently. In general, we find that the young people want to be independent and...
by dkelley | May 3, 2016 | blog
Pardon me? The Sandwich Generation has been defined as the group of adults in their 40s and 50s in the US that has a parent over age 65 and who are financially supporting at least one child. But wait, kids are supposed to move out and parents can take care of...
by dkelley | Oct 13, 2015 | blog
Among the items weighing heavily on a soon-to-be retiree’s mind is health care, and with good reason if you consider the statistics: People age over 60 are expected to spend more on health and medical costs than on recreation and housing combined (Credit Suisse,...
by dkelley | Aug 28, 2015 | blog
The equity markets have undergone a pullback in recent weeks. Fixed income markets have been up during this time as investors have sold equity positions in favor of fixed income. Our more conservative models have reduced equity allocations in favor of fixed income...
by dkelley | Aug 18, 2015 | blog
Once you have secured a steady stream of retirement income, the next step is to make sure that you continue to give yourself a raise every year. Just as you were accustomed to regular increases in income during your working years, in retirement you will need to...
by dkelley | Jul 23, 2015 | blog
Retirement income planning is a hot topic today that bears some discussion. This is the first in a series of articles that will tackle the issues most important to those of us facing retirement in the next ten to 15 years. When contemplating retirement, the major...
