Retirement Planning and Reverse Mortgages

Retirement Planning and Reverse Mortgages

One of the questions clients ask from time-to-time is whether we include their house as an asset when we do retirement planning. Typically, if the plan is to remain in the house for the duration of retirement, we don’t, but every now and then we do need to include the...
June 2015 – Medical Expenses, Cybersecurity and Taxes

June 2015 – Medical Expenses, Cybersecurity and Taxes

Medical Expenses in Retirement Micah Porter, CFA, CFP® Quite often, one of the biggest financial concerns clients have as they face retirement are medical expenses. They don’t know what to expect, and articles in the press with blaring headlines about costs running...
Financial plan for single physician in her late 30s

Financial plan for single physician in her late 30s

Sarah is a doctor who works for a healthcare provider associated with a large university. She is single and in her late 30s, and although her income has increased substantially since she completed medical school, her spending hasn’t followed suit. Thus, she is in the...