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One of my favorite stories is about Jeanne Calment, the woman with the longest confirmed lifespan. She lived in France until the age of 122. In 1988 she was interviewed about meeting Vincent van Gogh in her uncle’s art shop 100 years earlier as a 13-year-old! The part...
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[vc_row][vc_column width=”2/3″][vc_column_text] Lump Sum Calculator [/vc_column_text][vc_column_text] The interest rates used for calculating lump sum payouts has just been released and will become effective October 1st for all lump sum payouts. The new...
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[vc_row][vc_column width=”2/3″][vc_column_text] Lump Sum Calculator [/vc_column_text][vc_column_text] The interest rates used for calculating lump sum payouts has just been released and will become effective October 1st for all lump sum payouts. The new...
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One Thing’s For Certain; More Uncertainty For many of us, the New Year brings about time for both reflection of the recent past and thoughts of the future. As 2016 hovers in our rear-view mirror, we’d like to take the opportunity to share some insight into how...
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[vc_row][vc_column width=”2/3″][vc_column_text] “Good fortune is what happens when opportunity meets with planning.” —Thomas Edison While retirement planning has always been the cornerstone of the service we provide (hence, our name!), we’re always looking...
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[vc_row][vc_column][vc_column_text]Last week we were thrilled to host an interactive investment strategy event featuring Apollo Lupescu from Dimensional Fund Advisors. Apollo received his PhD in economics and finance from the University of California—Santa Barbara....
