Looking Forward


By Thomas Twombly, President

“We are made wise not by the recollection of our past, but by the responsibility for our future.”
-George Bernard Shaw

“The longer you can look back, the farther you can look forward.”
-Winston Churchill

In the short eighteen years between 1946 and 1964, almost 76 million people were born in the United […]

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 with my […]

See You at the Polls


By Cass Grange, Senior Advisor Associate

Nervous about the election?  You aren’t the only one.  We all are.  What can we do about it? Well, we can vote.  Then we can get on with our lives.  If it feels to you like it does to me that the four year election cycle comes around way too […]

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 nearly […]

Love & Money in Retirement


By Cass Grange, Senior Advisor Associate and Director of Business Development

The world is full of advice for the young about love and money.  But, what about love and money in retirement?2CassValentine's (Feb)

We help clients plan for their retirement, by carefully and thoughtfully generating income.  But, retirement isn’t […]

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 law […]