Educate, Encourage, Empower

The Cost of Procrastination

July 9, 2019

Don't let procrastination keep you from pursuing your financial goals.


Do Your Investments Match Your Risk Tolerance

July 2, 2019

When was the last time you looked at the content of your portfolio?

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset...

Your Financial Co-Pilot

June 25, 2019

If anything happens to you, your family has someone to consult.

If you weren’t around, what would happen to your investments? In many families, one person handles investment decisions, and spouses...

Wise Decisions with Retirement in Mind

June 18, 2019

Certain financial & lifestyle choices may lead you toward a better future.


Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of stock...

The Retirement We Imagine, the Retirement We Live

June 11, 2019

Examining the potential differences between assumption and reality.


Financially speaking, retirement might differ from your expectations. Just as few weathercasters can accurately predict a...

Where Will Your Retirement Money Come From

June 4, 2019

Retirement income may come from a variety of sources.


For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

Why DIY Investment Management Is Such a Risk

May 28, 2019

Paying attention to the wrong things becomes all too easy.


If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment...

The Chapters Of Retirement

May 21, 2019

The five phases of life after 50 & the considerations that accompany them.


The journey to and through retirement occurs gradually, like successive chapters in a book. Each chapter has its own...

Gradual Retirement

May 14, 2019

Not everyone retires the same wayor at the same pace.


Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the...

Long-Term Investing Truths

May 7, 2019

Key lessons for retirement savers.

You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and...