The last thing you want is for your retirement to feel like a game of financial Whac-A-Mole, hoping you'll be able to hammer away every last expense that pops up. You want to have a thorough plan—one ...

A traditional plan is a start for most retirees Here’s an example for Sally, the sample investor we often refer to, who at 70 years old looks at her financial situation in two distinct buckets: ...

Setting yourself up for a financially secure retirement is a complex process that benefits immensely from early planning and ongoing management. As an independent financial advisor, I’ve had the ...