Archive : Transitions Category

Stephen Wright Featured In The Miami Herald’s Money Section Article “Inherit? Invest.”

August 28th, 2014 by

We are extremely proud to have our own Stephen O. Wright featured in the Miami Herald’s article “Inherit? Invest” on the front page of their Saturday Money Section. The article contained great advice on how to handle an inheritance such as waiting before making major decisions, keeping inherited money separate from joint marital assets, increasing […]

The Perpetual Paycheck?

June 30th, 2014 by

The “Perpetual Paycheck” Perhaps the hardest thing for a new retiree to get his or her head around is creating an income stream.  All your life you have received income from your employer or your business.  Like most successful retirees, you have made a habit of regular additions to retirement accounts, investment accounts and savings.  […]

Spending in Retirement?

June 16th, 2014 by

Below is an article on retirement spending written by our good friend Bob Veres, publisher of the financial planning newsletter Inside Information. We believe that it is important to have a really good handle on your spending so that you can make sure that your retirement will be financially successful. It’s also important to revisit […]

What Are You Retiring TO?

June 9th, 2014 by

Retirement is usually an eagerly awaited, much anticipated transition. But not all retirements are the same. Some new retirees wake up each morning energized by the things they have planned for the day. Others struggle with boredom, loss of identity, lack of structure. A really successful retirement happens when you are moving TO a new […]

Considering Divorce? Here Are Five Options.

May 28th, 2013 by

In this first article of our new blog series on divorce, we look at several different methods of approaching a divorce. We are sending this email to all of our clients and friends because, even if you are happily married and this post does not apply to your situation, the information could be valuable to […]

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