What strategies will help you maximize your Social Security benefits?
While few high net worth clients intend to rely on Social Security benefits as a meaningful source of retirement income, lifetime benefits may be larger than they might expect: nearly $600,000, on average, for a couple who turned 65 in 2010, and significantly more for high earners with longevity.1 Additionally, Social Security typically replaces about […]
By Jesse M. Rodriquez
Sep 12, 2017
What steps should you take to help you navigate your financial life through divorce?
Divorce of separation is not only emotionally challenging for you and your family, but it impacts many key areas of your financial life, including your ability to maintain your lifestyle and your ability to reach your long-term financial goals. Below are some important topics and ideas to consider that may give you a better perspective […]
By Jesse M. Rodriquez
Mar 28, 2017
By Jesse M. Rodriquez
Dec 7, 2016
What are the financial perils of dementia?
Besides the changes to their physical and emotional health, people with dementia lose their capacity to perform the financial tasks of daily living. In fact, this may be the first noticeable sign of the disease. Sadly, as the disease progresses, most people lose all ability to manage their finances on their own. Some of the […]
By Jesse M. Rodriquez
Aug 24, 2016
What’s the smartest form of charitable giving in an uncertain economy?
What’s the smartest form of charitable giving in an uncertain economy? © John Labbe / Getty In the current economic environment, smart giving requires the same carefully constructed strategic thinking that you apply to the rest of your finances. Even during the 2008 recession, almost half of all donors made gifts at the same level […]
By Jesse M. Rodriquez
Jun 1, 2016
How do I keep identity thieves at bay?
Identity theft involves the unauthorized use or attempted use of existing credit cards or accounts, as well as the misuse of personal information to obtain new accounts, get loans or commit other crimes. Roughly 7 percent of all American households—nearly 9 million homes nationwide— have experienced an incident of identity theft, according to the U.S. […]
By Jesse M. Rodriquez
Apr 24, 2016
How do I manage my healthcare costs during retirement?
With healthcare costs skyrocketing, retirees need to consider how their finances will be affected. In fact, medical care is one of the single biggest costs during retirement. We believe the following ideas may provide clarity on this complicated topic. Time and inflation, plus the effects of aging, make healthcare a growing part of every American’s […]
By Jesse M. Rodriquez
Feb 23, 2016
How can you help secure your parents’ financial future?
As life expectancy continues to rise, so does the likelihood that you will inevitably have to step in at some point and help your parents make financial and other decisions. Consider that 16 percent to 25 percent of people aged 65 and older have mild cognitive impairment, which will adversely affect their financial decisions.1 That’s […]
By Jesse M. Rodriquez
Dec 5, 2015