A Retirement Fact Sheet

Some specifics about the “second act.”    Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.    Up to 85% of a retiree’s Social Security...

December 19, 2018 | Read More >

Save & Invest Even if Money Is Tight

For millennials, today is the right time. If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize...

November 29, 2018 | Read More >

Your 2019 Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for 2019? Now is a good time to think about the investing, saving, or budgeting methods you could...

November 29, 2018 | Read More >

Build Your Rainy Day Fund

Like an emergency fund, it can come in handy. Sometimes, life gets expensive. A little bad luck or a twist of fate can hit us right in the checkbook and challenge us to live within our budget. An emergency fund...

September 15, 2018 | Read More >

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities. Grandparents Day provides a reminder of the bond between grandparents and grandchildren and the importance of family legacies. A family legacy can have multiple aspects. It can include much more than heirlooms...

September 8, 2018 | Read More >

Back to School: Roth IRA vs. 529 plan. Which is Right For You?

Back-to-school season can be a great time to consider how you plan to help your children or grandchildren fund their higher education. 529 plans are a popular savings vehicle, and they will likely continue to gain popularity, as under the...

September 5, 2018 | Read More >

The Ultimate Retirement Planning Guide for Widows

Widows are one of the fastest growing demographic groups in the United States, with 11 million women and growing. The death of a spouse is one of the hardest things a person can go through. Along with all the emotional...

August 3, 2018 | Read More >

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a...

May 21, 2018 | Read More >