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If you are unsure of how your spending habits will change throughout your retirement years, you are not alone. Many new retirees are concerned about spending too much too early in their retirement, and they may hold back from spending their hard-earned income. After...

    When you invest money, you are putting it at risk — all investments can lose money. The key is to gauge your risk and not put more money at risk than you are willing to lose.   This is a relative concept. If you only have $10,000 to invest, then...

In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to: Higher inflation (87%) Ongoing supply chain issues caused by the pandemic (81%) Global uncertainty due to the war...

Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term plan. If you haven’t developed such a strategy yet, we are happy to help you do so. We can help...

Home Alone (1990) "This is ridiculous. Only a wimp would be hiding under a bed. And I can't be a wimp. I'm the man of the house." Home alone is one of the most iconic movies in general, not just for Christmas time. However, it’s such an integral part of Christmas time...

It’s that time of year once again. The time for apples, pumpkins, changing colors on the trees and … The Medicare Annual Enrollment Period (AEP)! Every year from October 15 through December 7 those who are eligible for Medicare have the opportunity to make a few key...

[vc_row][vc_column][vc_column_text]   If there’s one thing I’ve learned in all my years as a retirement planner, and as a father to four children between the ages of 7 and 24, it’s that talking about money is really important. When you talk to your children about...

[vc_row][vc_column][vc_column_text]   Once you’ve exhausted your traditional retirement funds, including 401K, 403B, traditional IRAs, Roth IRAs and other types of defined contribution plans, you may be asking, what’s next? I always recommend utilizing...