Investment advice: Millennials as retirement optimists? Baby-boomers should be concerned…

by Bob Price and Brian Harrigan | Apr 18, 2019 | Contributors

Published April 18, 2019 For most millennials (born 1981-1997), life feels like a test they didn’t study for. Born in 1984 and a millennial myself, I can attest to that as I co-author this article with my business partner (many years my senior). Considering our...

Your Retirement  … with Brian & Bob: Start now to implement asset-based long-term care financial coverage

by Bob Price and Brian Harrigan | Mar 15, 2019 | Business

Published in the March 20 – April 2, 2019 issue of Gilroy Life Many of our clients are concerned with medical costs of care later in life given that many have gone through this situation with their parents. Unfortunately, two-thirds of Americans will need some...

Your Retirement … with Brain & Bob: Nine life changes requiring financial guidance can impact families

by Bob Price and Brian Harrigan | Feb 15, 2019 | Business, Contributors

Published in the February 20 – March 5, 2019 issue of Gilroy Life With interconnectivity more present than ever, the pace of everyday life is much faster than it used to be. With our daily cadence sped up, stress related to changes in life can push you over the...

Your Finances . . . with Brian & Bob: Take action now to deal with dilemma of retirement pensions

by Bob Price and Brian Harrigan | Jan 18, 2019 | Business

Published in the January 23 – February 5, 2019 issue of Gilroy Life Life is a funny money riddle. Many Gilroy residents try to solve this riddle to ensure they don’t outlive their retirement savings. Government and state employees including teachers, firemen,...

Your Retirement . . . with Brian & Bob: Stay the financial course in 2019

by Bob Price and Brian Harrigan | Dec 21, 2018 | Business

Published in the December 26 – January 8, 2018 issue of Gilroy...