Month: May 2015

Retirement, Income, Tax & Estate Planning.

Robots, Uber and Airbnb

Over the past few weeks I’ve read several eye-opening articles and columns about the future of businesses and jobs.  For example, will taxis become a thing of the past?  It’s not too hard to imagine a future where the Uber car service that you ordered on your iPhone app picks you up, but with no…
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May 28, 2015 0

Wish You Had Retired Earlier?

If the answer is yes, you are not alone. A recent study done by the Insured Retirement Institute found that 50% of those ages 62 to 70 with investable assets of $100,000 or more wish they had retired earlier. I find this interesting because I don’t often hear clients tell me they wish they had…
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May 14, 2015 0