As a Certified Financial Planner ®, I often discuss the importance of planning for health care expenses in retirement. What I overlooked, until now, was how important having good health in retirement is to many and the connection between wealth…
Years ago, while I was still practicing law full-time, I was hired to help administer the trust of a man from my church that recently died. The trustee was one of the man's sons. I thought it would be fairly…
The Centers for Medicaid and Medicare services Medicare Handbook reports that seven out ten people will need some kind of long-term care (LTC). A recent Nationwide Retirement Institute poll found that only 14% of adults aged fifty and older have…
When I talk to anyone on the subject of investing and the markets, the question I most often hear is "when will there be a correction?" For some investors, this has been a nine year wait. This is the result…
Investor behavior has become the subject of quite a bit of study the past several years. There even is a name for it-Behavioral Finance. As academic people often do, a whole terminology has been invented to describe the psychology behind…
One disturbing thing that I have seen as an attorney and financial advisor is the frequency that older Americans are financially victimized by others. This comes in the form of strangers that prey on the elderly with fraudulent schemes…
If you haven't heard, the relationship between the investing public and their advisors is undergoing some significant changes. That change has to do with the level of care advisors must apply when making recommendations to clients. A great number…
I am pleased and excited to announce the introduction of a new technology platform at Jones & Company that will allow users to pull all of their financial accounts together in one secure location. Whether it is your bank…
J.P. Morgan Publishes a quarterly Guide to the Markets that contains dozens of charts on the state of the economy and investing. Among the charts is one that details the amount of money held in retail savings accounts and…
Despite all the talk about Robo Advisors and automated investing platforms, I am a firm believer that there is no substitute for a real, live advisor. Having said that, technology is rapidly changing the the financial services industry and for…