Monthly Archives: April 2016

| Weekly Insight

Weekly Insight: Can I Trust My Trustee?

Most people spend a lot of time thinking about all of the details of their will or trust. Most of the deliberation is, “Who should get how much, and when?” A second consideration is, “Who should I leave in charge of carrying out my wishes?” The person who carries out…

| Weekly Insight

Weekly Insight: Saving 15% of Your Income

Many financial advisors and personal finance books recommend saving 15% of your income for retirement. This is well above the average personal savings rate, which hovers around 5% in the U.S. In case you are wondering…that number includes contributions to retirement plans (401ks and IRAs). Most people do not save…

| Weekly Insight

Weekly Insight: 1st Quarter 2016 Commentary & Outlook

The first quarter of 2016 was a wild ride with the S&P starting the year off with a -11.5% decline through mid-February and the MSCI EAFE index of international stocks declining -12.9%. Many people were also caught off-guard when the yields on 10-year treasury bonds dropped from 2.27% to 1.63%….

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Weekly Insight: The Cost Benefits of Downsizing

Many Baby Boomers will downsize their current residence at some point during retirement. People downsize for a lot of reasons: they retire, get divorced, want to save money, or just get tired of maintaining a big house and/or yard. Research shows that most people prefer single-family, one-story, low maintenance homes,…

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