InvestmentNews: What to Consider in a ‘Gray Divorce
In a recent interview with InvestmentNews, Tracy discusses considerations older people have when deciding to divorce or separate. Please read Tracy’s full interview here.
IN at the Nasdaq: Don’t Take a Financial Plan for Granted
InvestmentNews: How Long-Term Care Fits into Financial Planning
The unrelenting surge in health care costs is making long-term care a critical piece of retirement planning. In a recent interview with InvestmentNews, Tracy discusses how to prepare for the financial and personal challenges of long-term care – even if it’s a topic most clients would prefer not to discuss. Please read Tracy’s complete InvestmentNews […]
Kiplinger: How to Approach Negotiations in Divorce
Whether you go through a friendly mediation or a contentious court battle, all divorce agreements need to address the same key issues. Tracy tackles the negotiation stage of divorce in the second of three pieces for Kiplinger. Please read Tracy’s column here.
Kiplinger: I’m a Financial Adviser Who’s Been Through Divorce: This Is How I Break It Down for Clients
In the first of three articles for Kiplinger, Tracy walks through the financial considerations someone needs to address before they get divorced. Read Tracy’s full article here.
Barron’s: Are President Trump’s Newborn Accounts a Good Move for Investors? Tracy Weighs In.
While the promise of a $1,000 government seed contribution and automatic enrollment may sound appealing, Tracy discusses with Barron’s while there may be better options for families. Read Tracy’s complete interview here.