Archive for July 2018

To Know The Road Ahead, Ask Those Coming Back

“To know the road ahead, ask those coming back” is the famous Chinese proverb although for this article it may be more fitting to say, to know the road ahead, ask those looking back. Everyone has different ideas of what it is like to retire. However, their ideas may be based solely on what they…

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The Affordable Care Act & Your Retirement

What is the status of the Patient Protection & Affordable Care Act of 2010 (ACA)? High-end net worth “seniors” planning for retirement need to know. How will the changes in the Affordable Care Act impact your retirement? Health Care Planning A lot of time, energy and money went into promoting and advancing the Affordable Care…

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Rising Interest Rates And Your Portfolio

The reality is that rising interest rates will likely continue through 2018.   This has been choreographed by the Fed Reserve for some time now, and even most of the talking heads on television agree that this is more likely to continue than not.  This begs the question of whether rising interest rates will harm…

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