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Cash Flow Matters: How Spending Habits Influence Retirement Prospects for Baby Boomers

Cash Flow Matters: How Spending Habits Influence Retirement Prospects for Baby Boomers People are living longer.  That means people are now spending more time in their retirement years than previous generations. This necessitates a careful evaluation of spending habits to make the money last, and nowhere is this more critical than among the Baby Boomer’s. […]

Asset Protection is Life Planning

What is asset protection? Unlike estate planning that is set in place to protect your assets after you’re gone, asset protection is about protecting you from what can happen during your lifetime. It is the holistic practice of taking a proactive stance in managing risk, both personally and professionally.  Why have asset protection? The United […]