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Enjoy the Benefits of Financial Planning: Live Younger Next Year

We have written in previous posts about the need to plan for a 3+ decade retirement.  This generally comes as a surprise to most people the first time they hear it, but modern medicine continues to extend people’s lives well beyond what their parents experienced.   As a reminder, the average non-smoking man and woman retiring [...]

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The Best Places to Retire

The other night Dan and I went out to dinner with our closest college friends, Ken and Kathy, and the subject of retirement came up.  Ken blurted out that he wants to retire and move to Arizona, much to his wife Kathy’s surprise.  The conversation had never been discussed and Kathy had never considered moving [...]

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Photo of Yogi Berra in his Yankee uniform

3 Essential Questions for Retirement Income Planning

What does it mean when we state that we are retirement income planners? For us it’s ensuring that all of our clients can answer the following question.  Are you going to outlive your money or is your money going to outlive you?  If the answer to that question is that you are not sure (which [...]

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Goal!

Score a Goal

We have been blessed with three beautiful, strong and unique daughters.  As a parent, I have tried to encourage them to find the things that bring them joy. And each daughter has excelled in different activities throughout their childhood.  My youngest daughter Elizabeth has loved the game of soccer since she was four years old. [...]

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Happy Independence Day!

Independence Day is the celebration of our country’s birthday!  The Declaration of Independence was a historical moment and one that is cherished and celebrated with picnics, barbeques, fireworks, hot dogs and apple pie!  It is a great day to wear red, white and blue and to proudly wave the American flag.   It is to [...]

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Walt Disney World

The Magical World of Retirement

  One of our favorite places to vacation is Disney World in Florida and we have gone on this family vacation a few times.  The art of going to the most magical place on earth is all about the planning.  The process begins at least a year before the departure date and starts with where [...]

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Don’t Go It Alone

My family and I do not go camping as anyone who knows me already would know.  However, we have started to hike with our dog – Taxi in the nearby Ramapo Mountains on weekends.  On a recent hike, I was reminded of the story regarding human nature and hikers. If you have ever hiked in [...]

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