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Pension or Lump Sum?

By David Cross, CPM®, CDFA®, CRPC® David.Cross@us-am.com If you’ve been in the workforce for some time, you may have accumulated…

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Financial Calculators

Financial calculators assist users with forecasting their financial future by performing commonly used calculations in business and commerce. Below are…

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Do I have enough to retire?

“How do you think we’re doing for people our age?” This is the question I’m often asked when interviewing a…

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Smarter Strategies When You Sell Your Business

Over the years, I have helped several business owners with financial planning and investment issues involved in the sale of…

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The 2 most important things you need to reach your investment goals

I am often asked by people interviewing my company how to be successful at investing.  Most think the driving force…

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Retirement Planning Success

Listen to a brief story of a couple who retired and did not know if they had enough money to…

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Don’t let long term care costs destroy your retirement

When we construct a financial plan for our clients we always ask about long term care because we often hear…

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