Updates

Four Ways to Keep Seniors’ Finances Safe  May 1, 2019 By Jonathan Harrison, CFP®

In our latest blog, we covered four of the most common scams targeting senior citizens. As fraud ra…

Senior Scams: Four real stories from clients  April 23, 2019 by Jonathan Harrison, CFP®

We’ve been talking with our senior clients—and our clients with senior family members—about the rise in scams targeting the over-65 crowd. The surge in senior financial fraud is troubling. …

Replace Income in Retirement Using the Bucketing Approach  April 17, 2019 by Jonathan Harrison, CFP®

Retirement is a daunting transition. There are big changes in identity (“I am no longer defined by my profession”), relationships (“I don’t see the guys much anymore”), and time (“What do…

Surprised by your 2018 taxes?  March 26, 2019 by Matt Syverson, CFP®

If you were like many Americans, you might have been surprised by either a smaller refund or a larger bill than you expected. 2017’s Tax Cuts and Jobs Act affected taxpayers in unexpected ways, espe…

Can investing save the world? A case for impact investments  February 20, 2019 by Jonathan Harrison, CFP®

It seems that everyone likes to hate on business lately. Politicians rail against corporate interests and Wall Street greed. In pop culture, the bad guys are almost always in suits and ties. One rece…