Am I Going to Have to Pay More for Medicare?

Healthcare costs in retirement can make up a significant portion of a retiree’s budget. Fortunately, most individuals age 65 and above qualify for Medicare, which can aid in providing stability in your health insurance coverage and expected out of pocket…

Crystal Balls and CAPE

When it comes to maintaining a globally diversified equity portfolio, relative stock market valuations should be considered when determining which areas of the market are best positioned to outperform. As noted in ‘Why have US stocks performed so well?’ and…

Planning for the Risk of Diminished Capacity

Aging is a fact of life. It brings with it many great things such as a growing family, more financial freedom and enjoying the golden years of retirement. With it also comes the risk of diminishing capacity and the potential…

I Received a Windfall - Now What?

I Received a Windfall – Now What?

‘Massachusetts woman wins 3 quarters of a billion dollars in recent Powerball drawing’. Talk about a headline! The hype and hysteria that surrounds lottery drawings often garners loads of attention as winning such a large sum of money would clearly…