How does your ideal retirement differ from reality, and what can we do to better align the two?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.