Financial Confidence in Retirement: 10 Planning Mistakes to Avoid

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON June, 22, 2016
As more Baby Boomers approach their golden years, they are faced with a plethora of challenges. Especially for those with greater resources, the issues can be formidable. To the extent that these are effectively addressed, the promise of those Golden...

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A Unique Approach to Life Transitions

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON June, 22, 2016
“What am I going to do after I retire?” “How can I stay relevant?” “Do I have all of my bases covered to help assure financial independence after I stop working?” Certainly questions such as these are often posed by...

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Can Innovative Strategies Help Address Your Long-Term Care Challenge

POSTED BY Mitchell Kauffman, Managing Director, Certified Financial Planner™ ON June, 22, 2016
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need for long-term health care (LTHC) for you and/or your spouse. The cost of LTHC can be staggering and...

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