Educate, Encourage, Empower

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...

Could Assumptions Harm Your Retirement Strategy?

April 30, 2019

Three common misconceptions to think about.


1 – Assuming retirement will last 10-15 years.

When Social Security was created in the 1930s, the average American could anticipate living to age 58...

Yes, Young Growing Families Can Save & Invest

April 23, 2019

It may seem like a tall order, but it can be accomplished.


Put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day....

Are You Retiring Within the Next 5 Years?

April 16, 2019

What should you focus on as the transition approaches?


You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial...

The Importance of TOD & JTWROS Designations

April 9, 2019

A convenient move that could ward off probate on your accounts.


TOD, JTWROS – what do these obscure acronyms signify? They are shorthand for transfer on death and joint tenancy with right of...

Certain Uncertainties in Retirement

April 2, 2019

Two financial unknowns may erode our degree of confidence.


The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook...

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