4 Retirement Facts That Might Surprise You

Much of retirement planning focuses on financial preparation. You’re saving money, allocating your assets, balancing your portfolio, and so on. So, many people lose sight of other issues that will

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

Index Investing 101

You invest because you want to grow your money, but that growth can occur in numerous ways. Each investor’s strategy differs slightly – or in some cases, significantly – from

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,

5 Ways to Assess Your Life Insurance Policy

If you’re like a lot of people, you purchased your life insurance policy years ago. You did your research and chose the best policy at the time, and you’ve been

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