Author: Jeff Adler

COVID 19 & Retirement Planning

COVID 19 can put your Retirement Account at Serious Risk “Ours is a culture where we wear our ability to get by on very little sleep as a kind of badge of honor that symbolizes work ethic; or toughness, or some other virtue—but really, it’s a total profound failure of priorities and self- respect.” Your […]

Evaluate Your Priorities

It is important to work through the following questions in order to determine your priorities. How important is: not running out of money during your lifetime? Avoid becoming a burden on your family due to chronic or terminal illness? Leaving a legacy to your family or charity after your lifetime? As you consider the investment […]