Every Financial Crisis Is Different

by Justin Knapp | Jul 6, 2016 | Uncategorized

Looking Back Stock-market declines are always obvious in hindsight. When technology stocks reversed course in spring 2000, after years of gains, the New Era was over. Prudent investors exited. Several years later, The Big Short informs us, the smart money understood...

The Everything-in-One Promise of a Continuing Care Community

by Justin Knapp | Mar 9, 2016 | Uncategorized

Is it possible to have it all in retirement? That’s what so-called continuing care retirement communities promise. These hybrids offer independent living apartments (and sometimes free-standing cottages) along with assisted-living support, home care, a nursing home...

How retirees can plan for the unexpected

by Justin Knapp | Mar 9, 2016 | Uncategorized

Many people anticipate their future living expenses as they approach retirement, aiming to pad their nest eggs so they’ll be able to live comfortably on a fixed income. It’s the unexpected expenses that can trip them up. Top among those expenses that can put a wrench...

Spending in Retirement is a Balancing Act

by Justin Knapp | Mar 9, 2016 | Uncategorized

How to spend down your money may be the missing link in your retirement plan. Nearly two-thirds of savers approaching retirement don’t have a strategy for which assets to tap first, according to a report from Ameriprise, which surveyed 1,300 baby boomers age 55...