“Hey Google, what’s the weather forecast?” “Alexa, check the traffic on my route to work.” “Siri, read my list of appointments for the day.” Human beings are hardwired to crave certainty. That’s why many of us start our days gathering as much information as we possibly can. We want to know. We want to be […]

Executive Summary Second marriages in your 50s or 60s come with real-world complexity: kids, assets, obligations, and decisions that affect more than just the two of you. Keith Demetriades CFP®, CKA®, outlines the five most important conversations second-marriage couples should have — from estate planning to budgeting to family expectations — so your money continues […]

For many seniors, retirement isn’t just a period of their lives or a financial goal. It’s a place. And sometimes, retirement is more than one place. A beachfront condo during the summer. A cozy cabin in the fall. An apartment near your favorite ski hill in the winter. A cottage near the river for fishing […]

Executive Summary As retirement approaches, many people are about to lose something they’ve relied on for years: the excuse that work keeps them too busy. Being occupied with your job is one of the most socially acceptable explanations for why certain things don’t happen.  But Keith Demetriades CFP®, CKA®, has noticed something interesting: when people […]