You’ve Managed Your Own Money Successfully – Why Would You Need an Advisor Now?
Financial planning isn’t really about spreadsheets, rates of return, or chasing the perfect investment strategy.
My Investments Underperformed the Market – Should I Fire My Advisor?
It’s a question a lot of people ask at some point: if your investments aren’t keeping up with “the market,” is it time to move on?
Why Spending in Retirement Is Harder Than It Sounds
A new proposal out of Washington is adding a fresh angle to the Social Security conversation, and Ryan is breaking down what it could mean.
Why Spending in Retirement Is Harder Than It Sounds
Most retirement conversations are about saving enough, but Ryan flips the script and talks about what happens after you get there. Why is it so hard to actually spend the money you worked decades to build?
Long-Term Care Insurance: Worth It or Waste of Money?
Long-term care is one of the biggest financial risks in retirement, and one of the most uncomfortable topics to talk about.
And the Oscar Goes To… Your Retirement Strategy
The Oscars have passed, but we’re handing out a few awards of our own. Not for films, but for financial planning.