There’s a common question asked pre and post-election; “How will this affect investments?” It’s also that time of the year when we naturally reflect back on how the market’s performed this past year and what that may mean for next year. Put tho...

When it comes to something as important as financial advice, choosing who to hire (or retain) is a huge decision. As life evolves, our needs and viewpoints can change repeatedly, and there is no shortage of financial advisors and financial ...

Old habits die hard. Did you sacrifice and save to get to retirement only to find you remain frugal, reluctant, or fearful to spend more freely in a new phase of life? Adam and Ben aren’t jedis and can’t wave their hand to simply make their cli...

Money is an emotionally charged topic and it can sometimes ruin relationships. Savers vs. spenders. Planners vs. non-planners. How can a couple keep the money side of their relationship healthy? It starts by simply building the space and time t...

Demand for senior living communities is growing due to an aging population, longer life expectancies, and increased awareness of the benefits of community living. But there are a lot of financial implications to making such a move. Whether “dow...