Reading Time: 2 minutes The Scottish proverb “shirtsleeves to shirtsleeves in three generations” describes the cycle of families starting with little means who build their wealth through hard work, but by the time great-grandchildren are in charge, the family is back...
Reading Time: 2 minutes Helping clients plan their financial freedom requires a serious look at the impact of healthcare costs. The fact is, as we age, we increase our chances that we will spend more on healthcare-related expenses. It is not just for treating ailments...
