Educate, Encourage, Empower

Diversificaton, Patience, and Consistency

February 20, 2020

Three important factors when it comes to your financial life.


Regardless of how the markets may perform, consider making the following part of your investment philosophy:


Diversification. The...

The Major Retirement Planning Mistakes

February 6, 2020

Why are they made again and again?

Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some...

A Retirement Fact Sheet

January 30, 2020

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. 


2019 IRA Deadlines Are Approaching

January 23, 2020

Here is what you need to know.

Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.

Your Changing Definition of Risk in Retirement

January 16, 2020

Some things to consider.

During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your portfolio was built. Maybe you...

Retirement Wellness

January 9, 2020

How healthy a retirement do you think you will have? If you can stay activeas a seniorand curb or avoid certain habits, you could potentially reduceonetype of retirement expense.

Each year,...

401K Loan Repayment

January 2, 2020

A longer repayment time can be an advantage.

The conventional wisdom about taking a loan from your 401(k) plan is often boiled down to: not unless absolutely necessary. That said, it isn’t always...

Annual Financial To-Do List

December 12, 2019

Things you can do for your future as the year unfolds.

What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing,...

Small Business Owners: The Future Might Not Be All That Uncertain

November 14, 2019

Do you find it difficult to plan as a small business owner?

If you are like most small business owners, you find it difficult to plan because your future has more unknowns than your...

That First RMD from Your IRA

October 22, 2019

What you need to know.

When you reach age 70½, the Internal Revenue Service instructs you to start making withdrawals from your traditional IRA(s).These withdrawals are also called Required...

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