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9/7/2023
Grey Divorce: What It Is and How to Get through It with Your Lifestyle Intact
Picture this: you and your spouse are approaching retirement. The kids are moved out and in college. You finally have the house all to yourselves and…that’s when it happens: the word divorce comes up over dinner in big, bold letters. You and your partner have just entered the rising trend of Grey Divorce. Grey Divorce refers to couples of middle-age or older who have chosen to end a marriage. Usually, these couples have spent decades of their lives together building families and building as More
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October 2023
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7/25/2023 July 2023 Quarterly Conversation Video Recap
We saw a surprising start to 2023, with the end of the 2nd Quarter seeing the S& More
4/25/2023 April 2023 Quarterly Conversation Video Recap
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1/23/2023 January 2023 Quarterly Conversation Video Recap
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Commentary
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
10/21/2022 Commentary – 2022 4th Quarter
7/20/2022 Commentary – 2022 3rd Quarter
4/21/2022 Commentary – 2022 2nd Quarter
All Commentary
8/9/2022 Dave Emery Takes a Trip to Washington to Fight for Financial Education
Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local More
8/1/2022 July 2022 Quarterly Conversation Video Recap
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
6/1/2022 How to Lower Your Tax Bracket AND take your (RMDs) Required Minimum Distribution
Post by Richard Bell, Partner, Senior Financial Planner Each year around tax More

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