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A lot has been written about what financial planning is. Everything from who could benefit from a financial plan, the process, the types of problems that can be solved has been talked about over and over. There are still misconceptions out there about financial planning,...

On average, Social Security replaces about 40% of pre-retirement income, making it an important part of retirement planning. As financial planners we are often asked how Social Security works, how it is calculated and the type of claiming strategy we recommend. We wanted...

Many generalizations have been made regarding the differences between millennials and prior generations. As a millennial myself, I think we often get a bad rap when our generation’s tastes and preferences are extrapolated out into sweeping statements designed to be click-bait headlines. How many articles...