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Imagine this scenario: Bruce is a 70-year-old retired business owner with a 40-year-old son, Rick. Rick has a two-year-old daughter, Ava, and a baby on the way. Bruce wants to help pay for [...]

A lot of retirees are finding out early into their retirement that they’re facing the “gap.” This was the case with one couple that came into our office for some retirement restructuring. The [...]

When you think about retirement planning, what generally comes to mind? Funding your 401(k), IRA, or other tax-deferred retirement account is probably high on the list. We like the idea of saving [...]

Throughout her working years, our long-standing client, Ann, had regularly donated to charities. She was proud and happy to contribute to causes in which she believed, and to help those who [...]