“The Talk With Aging Parents”

By Cass Grange Why talking to your parents about their future living arrangements is more difficult than talking to your kids about sex. I get it.  You have put off having “the talk” with your parents.  It’s awkward. It takes courage.  You are waiting for the right time to bring things up.  Never sounds like […]

“Empty Nester Turned Author – A Client’s Story”

Our client, Darci McIntyre, the newly published romance novelist, submitted this piece on how empty nesting gave her the opportunity to pursue a hobby that had always interested her, and to meet a goal that she had always dreamed of.  While her newfound free time presented her with the opportunity, as you’ll see, it still […]

Putting Down Roots

By Chaney Barton-Nichols At the end of last year, my husband and I bought the first home that we visited in person.  You could say I have always had a knack for “love at first sight.”  For example, the wedding dress I wore when I got married happened to be the first wedding dress I […]

Choosing Your Guide

By Thomas Twombly In early November, six middle-aged guys set off on a challenging wilderness adventure that would take us deep into the heart of one of the most remote and inhospitable regions of the United States. We were going to travel by canoe for three days, covering approximately 40 miles of the Rio Grande River […]

Moving to Retirement – A Client’s Perspective

By Margaret Lewis I am a consummate planner. Not only do I plan, I usually have multiple contingencies in order. My family and friends tease me about crossing the line between planning and paranoia. So when it came to my retirement I thought I had it licked. I had developed a formal financial retirement plan […]

The Power of Introductions

By Cass Grange, Senior Advisor Associate and Chaney Barton-Nichols, Marketing Assistant We frequently share that many of our clients come to us during times of transition.  Perhaps it’s children going off to college, parents growing older and passing, or retirement, a divorce, etc.  All these examples of transition require a great deal of planning – […]

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline

By Bleckley Dobbs, CFP®, RICP® After the desk has been cleaned out and the party has been thrown, the last thing you want to do on the first day of retirement is wake up and think, “now what?”   Many people focus much attention on the date of retirement, but the years following that date do not have […]

Retirement Resolutions: Part I

By Bleckley Dobbs, CFP®, RICP® The Baby Boom generation is now retiring en masse, and the topic of Retirement Income Planning has increasingly been in the news.  The front edge of the generation, born in 1946, is turning 70 this year.  Many boomers have delayed retirement, but will still be facing required minimum distributions and other transitional […]

How do Changes in Social Security and Medicare Affect Me?

By Bleckley Dobbs, , CFP® By now, you’ve probably heard about changes to a couple of the rules governing the claiming of Social Security benefits. These were “buried” in the recent two-year budget bill passed by both houses of the U.S. Congress and signed into law by President Obama on November 2, 2015. In this same […]

Social Security FAQ

By Bleckley Dobbs & Mark Ward Social Security is complicated.  With over 2,700 different rules, there is no getting around it. Unless you have never been married, your options and overall strategy for collecting Social Security benefits will probably be complicated.  Articles and resources abound about Social Security, but the challenge for someone to take the […]