Keep Current
Planning your next phase in life can be daunting. Let us share with you what we know.
Here are some related articles that may help you think about your next chapter.
You’re not alone. We’ve helped many feel secure about their financial future and easily transition into living greatly. Here are some related stories.
2024 Key Financial Data
2024 brings forth several noteworthy changes in the financial landscape that may impact your wealth management strategy.
Safeguarding Your Wealth: Proactive Steps to Protect Against Identity Theft
We are committed to helping you protect your financial assets. In this article, we will explore why identity theft is a growing risk and provide you with proactive steps you can take to defend against it.
How To Retire Well
There seems to be a direct correlation between retirement and the “end” of something. But what about the beginning of something new?
Key questions for your financial advisor
Wondering how to measure the success of your investments? Here are some key questions to ask your financial advisor.
Seven mistakes to avoid in retirement
There seems to be a direct correlation between retirement and the “end” of something. But what about the beginning of something new?
4 Common Retirement Fears
When thinking about the idea of entering retirement, many people experience a combination of emotions – some excitement, but also some fear.
Rising inflation raising awareness of what matters
While it’s fair to be irritated or concerned about this present reality, there is an opportunity to reframe the situation by asking a few key questions.
Are you retiring from something? Or to something?
There seems to be a direct correlation between retirement and the “end” of something. But what about the beginning of something new?
What if I don’t want to retire?
COVID-19 put a crimp in all of our short-term plans. But why should it change our long-term goal of being able to retire (or not) as we’ve always dreamed?
What a turbulent market means for your retirement
No one could have predicted how the 11-year bull market would end: a global stock market sell-off caused by a virus and an argument between Russia and Saudi Ara.
Living Greatly in Uncertain Times
We’re living in uncertain and rapidly changing times, that’s true.
Single? Here’s how to plan for your retirement
If you’re one of the millions of pre-retirees who is heading solo into retirement, you’re definitely not alone.
The Up & Downs to Downsizing in Retirement
If you’re a homeowner looking ahead to retirement, you’re probably hearing a lot about downsizing these days. And depending on your local real estate market, the decision may even feel more urgent.
How much money do I need to retire?
It’s one of the most commonly asked questions we hear from people nearing retirement age. When nearly half of Americans don’t feel confident they’ll have enough saved for retirement*, it’s no wonder pre-retirees are wondering if they’ll have enough to live on.
What the SECURE Act means for your retirement
The start of 2020 ushered in a new federal law that affects your retirement savings and retirement planning.
How does diversification reduce risk?
Do you know that old saying, “don’t put all your eggs in one basket”? It’s the same when it comes to investing.
Is your retirement plan missing the most important piece?
After working with thousands of people, we discovered that too many people limit themselves by over-focusing on the numbers.
The 2020 IRS and Social Security changes you need to know for retirement
With the New Year comes new regulations from the IRS, which may impact your retirement plan, and the age at which you retire.
3 Lifestyle Questions to Ask about Retirement
In order to get clarity on how much you need for retirement, you’ll first want to consider these 3 questions that can help you answer that question. 
What if my husband and I want different things in retirement ?
Chances are you and your partner might be thinking differently about retirement.
How to give and still get tax benefits.
The charitable contribution tax deduction is a powerful way to fund your favorite charity and receive a tax break.
When should I take Social Security?
The decision of how and when to take Social Security is a much bigger decision than most people realize.
Is Social Security safe to rely on?
There’s a lot of talk in the news that the Social Security trust fund is set to deplete in 2035.
Is Social Security really that important for my retirement income?
Yes, it is. On average, Social Security beneficiaries receive between $500,000-$1,000,000 in benefits.
Do I really need a budget?
There are few things more despised in the financial world than a budget.
When can I retire?
When it comes to understanding when you can retire, there are a variety of questions to consider before determining the date.
Should I Pay Off My Debt Before I Retire?
There are a number of factors that need to be considered when considering the best way to pay off debt.
The Fundamentals of Investing: How Clichés Can Help You Recover in The New Year
As the new year is well underway, it is worth acknowledging that there is no cure-all for restoring losses. However, not all is lost.
4 Things to Know About Potential Tax Law Changes
With a new administration in the White House, there are a couple of key points that could change the landscape of retirement.
Financial Self Care
There is more to self-care than meditating or creating “me time”. Our physical health is connected to our financial health!
3 Questions Before You Withdraw Money From Your Brokerage Accounts
There are a lot of moving pieces to taking money out of your accounts. We broke things down to help you navigate the process.
How Do I Use My HSA in Retirement?
Paying for medical expenses in retirement continues to be a top concern for Americans. Are there ways to maximize the benefits you receive from your employer?
Open Enrollment and Protection Planning Amid Covid-19
The Covid-19 pandemic has taught us to expect the unexpected, and that planning for anything can be tough. But one thing you can plan for is open enrollment.
The History of Election Markets
It is often said that the two top priorities in a person’s life are their health, followed by their finances.
When it comes to investing, how much risk should I take?
You may be familiar with risk tolerance, however using tolerance as the only measurement of risk may actually be a disservice to you.
There’s more to a legacy plan than you may think
The idea of legacy planning goes far beyond documents and account values. How are you going to pass on your legacy?
Non-financial ways to improve your retirement
There are hundreds of articles on how to increase your income in retirement, But what about making the most of things that are beyond money?
Why do investors get nervous about market swings?
When the market drops, it’s important to not lose perspective and understand that downtrends and uptrends are part of the investing cycle.
How your estate plan could effect the relationships in your family
Money can make people do crazy things. Here is how your estate plan could effect the relationships in your family.
3 Excuses used to avoid estate planning
An estate plan helps direct your assets upon your death, but it also plays an important role while you’re still alive.
Steps to take when designing your long term care plan
Developing a cost assessment will give you insight into what it might look like to have to pay for care.
The Reality of Long Term Care in the U.S.
If you find yourself in the majority that needs this type of care at some point in your life, how will it look?
Student loan debt at your retirement party?
With the suspension of student loan payments coming to an end, it’s not just millennials preparing to see an increase to their monthly expenses.
The Five Years Before You Retire
For a lot of people, one of the unspoken reasons they hold off on retiring relates to their fear of being lonely. Here are some tips to become more connected.