I work with a lot of people that have early retirement as their primary goal. For many people this means retiring in their 50s. It is...

While planning and saving for your retirement, there are some simple steps that you can follow to help put you on track for your goals. ...

It’s that time of year when people are making New Year’s Resolutions. The most common resolutions are about health and fitness or...

I recently met with potential clients who are not on track for retirement. In addition to funding their retirement, they would like to...

I recently spoke with three clients who are retired (or close to it) and dealing with unexpected health issues. One case is a terminal...

I started in the financial services industry thinking that my job was to make my clients as much money as possible. While I still think...

I started in the financial services industry in 2000 as a Financial Advisor. Prior to that, I spent 2 years working part time as either...

Roshan Loungani, CFP®, CRPC® Retirement has changed drastically in the last generation. Before, you retired and lived a very short life....