Empty Nest – Time to Reevaluate
Has your last child soared off to independence? Now is the time to take care of yourself and your goals. This list will help you get started.
All-In-One Mega Firms
Are all-in-one mega firms that provide financial services the right place for you? Many offer convenience but lack expertise in all areas that end up leaving customers unhappy.
Missed RMD Penalty
Did you miss withdrawing your required minimum distribution (RMD) from a retirement account last year? Learn about the new penalty rates and how to possibly get it waived.
Retirement Countdown – Social Security & Medicare
You're starting to think about retiring in the next 5 years. What do you know about Social Security & Medicare? Read on for the basics.
Retirement Countdown – 5 Years Out
If you are in your 50s or 60s, you are most likely 5 - 10 years away from retirement. Your retirement countdown is on! What to consider.
How Non-Working Spouses Can Save for Retirement
Can non-working spouses save for retirement? Absolutely! We have a few suggestions to get them started.
Year-End Giving: Roth IRAs for Children
Still not sure what to get your children or grandchildren this holiday season? Maybe they have too many toys or enough clothes to fill two closets. How about the gift of financial success and freedom - did that make it on their wishlist this year?
Thankful for You, Health and Wealth
We are so grateful for the trust you've placed in us, for your loyalty, and for your willingness to share your challenges, successes, and lifetime goals.
F.I.R.E. – Financially Independent, Retire Early
Setting your own schedule or retiring early may be more attainable than it first appears, if you're willing to make a few tradeoffs and stick to a plan.
What’s Your Glide Path in Retirement?
The classic image of retirement investing is that of a retiree putting 100% of his or her assets into bonds and clipping coupons from those bonds for income payments. That…