Jun 12, 2020
Over the past 30 years, we’ve found many people have several different advisors. They might have an investment advisor or two, an insurance professional or two, an accountant or tax preparer, and a legal attorney. Almost none of those advisors talks to the others. What do you think can happen if each advisor is doing...
Jun 5, 2020
One result of the economic downturn is that some companies are making “early retirement” offers, in hopes of cutting expenses. But, as a story in Kiplinger points out, these proposals sometimes come “too early and with too few zeros” to justify an actual retirement. Kevin explains what he would recommend his...