Latest Posts

Smart Taxes: Roth IRA

by Nathaniel Carswell on Aug 23, 2017

Retirement, Savings

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes. Could you have saved more? Invested better? Been smarter at charitable giving? Probably.

Investing for Retirement: What Would Warren Buffett Do?

by Nathaniel Carswell on Jul 26, 2017


Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their plans and their vision for the future, especially as they consider the prospect of having to stretch their retirement income over 25 or 30 years.  A study conducted in 2015 by the Employee Benefit Research Institute found workers of all

Retire to Happiness: Tips to Thrive in the Next Chapter of Life

by Nathaniel Carswell on Jul 26, 2017

FINRA Reviewed, Retirement

Here’s a thought: retirement doesn’t mean the end. It doesn’t mean an end of self-importance or purpose, it just means a new chapter—a paradigm shift of what life is beyond long days and meetings and bosses. Unless you own your own business, and even then, you are not your business.

When Life Insurance Makes Financial Sense in Retirement

by Nathaniel Carswell on Jul 26, 2017

Insurance, Retirement

When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance after we retire is often met with strong opinions as to whether or not it makes any financial sense. After all, the cost of life insurance increases significantly over the age of 65.