Laurence Kotlikoff, PhD, professor of economics at Boston University, has asked a very important question. Are Americans saving too much? Of course, he also asked
For the past decade, we have advised that there is a better, more client-centric, method of financial planning than the one traditionally embraced by advisors.
One of my favorite books, for many reasons, is The Fourth Turning, by William Strauss and Neil Howe. It begins with the line, “America feels
During his annual review with us, one of our clients half-jokingly remarked that he felt that he and his wife were “saving their way into
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