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…
Retirement Accounts for Business Owners
For most business owners, establishing a retirement plan is often the last thing they are thinking about when running their own company. When they come to us, these conversations usually…
Where to Save Money for Retirement
By the time you graduated high school you probably had already opened your first bank account, or at least knew of the two main types - checking and savings. These…
A Retirement Income Roadmap for Women
More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering…
Investment Planning Throughout Retirement
Investment planning during retirement is not the same as investing FOR retirement and, in many ways, is more complicated. Your working years are your saving years. With luck, your income…
Roth Conversions are a Big Deal
It is no secret 2020 took the world by surprise and will be the year we all remember. It also seems investors have learned there are many things we certainly cannot control.