Jimmy Cusimano, a wealth management advisor at Northwestern Mutual – Orange County, brings over 16 years of experience ...

Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Retirement Income ...

Retirement is a major milestone in life, one that generally requires a good deal of planning. Not everyone is fully prepared ...

So you’ve decided to call it a career – congratulations! Retirement is an extremely personal decision and is made for a multitude of reasons. While many of our clients have been able to afford to ...

You should discuss any tax or legal matters with the appropriate professional. Any opinions are those of Nick Defenthaler, ...

As Americans approach retirement, many realize long-term care may become a necessity. Rising healthcare costs, inflation and market volatility make it challenging to rely solely on savings. This has ...

Sponsored: Credit card debt keeping you up at night? Find out if you can reduce your debt with these 3 steps “I would say spend it on anything related to your health,” said Chris Urban, CFP, RICP, ...

Thanks to advancements in medical technology, Baby Boomers now entering retirement can expect to live another 20 or 30 years. Maybe longer. 3 Reasons Target Date Funds Aren’t Right for Anyone ...

Making a retirement plan usually shouldn’t be a do-it-yourself project unless you have expert knowledge and experience. Here is how to get help.