Many of us avoid taking inventory of our financial affairs, but it isn’t as complicated as it may seem. And we are here to help! Two of our financial planners join an Adviser Investments portfolio executive to detail five financial planning resolutions for the new year.

As discussed in this episode, we’ve created a free companion document with key facts and figures that may come in handy. Get your copy of this useful reference guide by clicking here: bit.ly/2MQWJ4a.

Getting the most out of Social Security may not be as complicated as it seems. And yet there are a lot of people who don’t get the full benefits they are due. In the second installment of a three-part series, two of our wealth planning professionals discuss some lesser-known Social Security benefits and how to figure out whether you are eligible for them.

If you missed part one, When Should You File for Social Security?, you can catch up by clicking here: https://bit.ly/2Rk56uG.

A bit of knowledge can really pay off. Learning about Medicare today will help you avoid penalties and find the most cost-effective coverage down the line. Andrew, Brad and Victor, three experienced financial planning professionals, cover everything you need to know about Medicare and how to view it as part of your broader retirement needs and goals.

We’ve also created a free companion document with key facts and figures that may come in handy. Get your copy of this useful reference guide by clicking here: https://bit.ly/2Ef0dMa.

With the stock market’s decline in October, we thought it was a good time for investors to ask themselves: What’s your number? What’s the size of the loss in your portfolio that keeps you up at night? And how can you try to prevent future sleepless nights?

Fewer people are retiring with pensions, making Social Security benefits an even more important piece of the retirement planning process. In the first of a three-part series, two of our wealth planning professionals discuss the basics of Social Security and what to consider before deciding when to start taking benefits.

Retirees today can expect to pay almost $300,000 in health care costs during their retirement. Our team of financial planning professionals discusses the potent tax advantages of health savings accounts and how they can be a part of your wealth management strategy.

Lehman Brothers’ collapse 10 years ago kicked off the financial crisis. What lessons have we learned as long-term investors over the last decade? And how can you apply them to your portfolio going forward?

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Are we in a record bull market or not? Does it matter? Learn what we think investors should focus on over the long term.

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There’s no magic number or one-size-fits-all retirement strategy: The most important part is that you just start planning—the earlier, the better. Demystify the process with four simple questions.

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What impact will the new tax code have on your financial planning and your legacy? Here are some strategies to consider.

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