How Do You Know If You’re Saving Enough For Retirement?

How Do You Know if You’re Saving Enough for Retirement?

When it comes to retirement planning, I like to say that 90% of it is psychological and the other half is math. Yes, that’s a nod to the brilliant, recently passed Yogi Berra. A solid retirement plan definitely requires both psychology…

Changing Jobs? Here Are A Few Things To Consider…

Changing Jobs? Here are a few things to consider…

Changing jobs can be an exciting but hectic time.  As you take on new challenges, acquaint yourself with new coworkers and settle into a new environment, there are a few major financial items that you need to take care of…

2Q 2016: Quarterly Investment Letter

2Q 2016: Quarterly Investment Letter

Just close your eyes and pedal! In June, I took a Backroads cycling tour of Washington State’s San Juan Islands. On the third day of the journey, trip leader Katie Roda described our trip in the pre-ride wrap: “There’s a…

Taking The Pulse Of Women On Wall Street

Taking the Pulse of Women on Wall Street

Each year, more than 100 high-level women who work across all sectors of Wall Street gather to continue to advance their careers and network strategically. The RegentAtlantic Wall Street Women Forum® is designed exclusively for women with significant experience and…

How To Avoid A Breach Of Contract At Life Plan Communities

How to Avoid a Breach of Contract at Life Plan Communities

Retirees are usually looking to enhance their quality of life when they transition into life plan communities (formerly referred to as “continuing care retirement communities”). One thing you may not know is that many of these communities offer contractual promises…

‘Hey, Honey: What’s For…retirement?’

‘Hey, honey: What’s for…retirement?’

Have you ever noticed that when you need to make a choice about things like tonight’s dinner, your thinking tends to be quite narrow? The answer usually ends up being “I don’t know,” “I don’t care” or the fallback: some…