Author: Ranie Verby

The Way We Compare Retirement Savings is Broken: Here’s Something Better

Am I on track? No matter the person, their stage in life, or their level of success, this is the ultimate question I hear as a financial advisor. What they specifically mean by ‘on track’ can vary by person, but most are curious to know if they have saved enough to retire comfortably. Read more…

Financial Resources for a Successful New Year’s Resolution

It’s like clockwork—the calendar changes, the new year is before us, and we start making plans. Setting goals. Determining areas of our lives that could use improvement. Read more…

Comparing Robo-Advisors to Traditional Wealth Managers: What is Better For Your Needs?

If you’ve outgrown DIYing your investment management strategy, you have two options — use a robo-advisor or work with a wealth manager. Read more…

Importance of The Family Meeting

My grandfather (we called him Pappy-O) passed away recently, after almost two years of entrapment in his body and his mind. He was the father of three children, grandfather of six, and married to my grandmother (Mammy-O) for 65 years. For most of those years, he drank a cup of coffee with her every Read more…

How to Secure Your Financial Future After a Divorce

There are few life transitions more emotionally draining than divorce. At the same time, the end of a marriage can also bring the promise of a new beginning. Once the final papers are signed, sealed and delivered, here are some practical steps you can take to best secure your financial future. Read more…

Planning for Long-Term Care

My Grandma Eloise was one of the most spirited and energetic people I’ve ever known. She was fully herself all throughout her 9th decade – still helping my own mother and her other children regularly, in church every Sunday, cleaning her own home, driving. Unfortunately, in her early 90s she Read more…

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