Taking Advantage of a Healthy Economy

Every time we turn on the evening news, it seems that we hear depressing and discouraging things. But there is also plenty of good news to celebrate these days. Have

Avoid This Surprise When You Retire

As you prepare for retirement, you’re going to hear and read many different tips and strategies. It can sometimes be difficult to separate fact from fiction, or determine which strategies

Share These Financial Tips with Your Adult Children

Once your children have graduated from college and landed adult jobs out in the “real world”, most parents breathe a sigh of relief. You don’t worry about them so much

A Different Way to Look at Retirement Planning

In the financial planning world, each client is unique. And yet, we hear one question over and over” How much do I need to save for retirement?” Without knowing you,

Don’t Fall for These Common Retirement Myths

Are you prepared for retirement? According to a survey by GoBankingRates, more than half of all Americans will enter retirement without adequate retirement savings. Typically, this is not true of

How Will Inflation Affect Your Retirement?

If you’re like most of our clients, you have already made some responsible decisions and are well on your way to a comfortable retirement. You evaluated your expected lifestyle in

Are You Living the Retirement of Your Dreams?

Have you crossed the finish line, and you’re now enjoying your retirement years? Or, are you getting closer to your own retirement, and looking ahead to what the future has

3 Reasons To Adjust Your Financial Strategy

Like most people, you probably decided upon a savings goal for retirement many years ago. If you’ve met that goal, or you’re well on your way, congratulations on setting yourself

An IRA Serves a Variety of Purposes

As you plan for retirement, you will confront a variety of options from 401(k) funds, to annuities, to Individual Retirement Accounts (IRAs). Some people just go with whatever is available