Educate, Encourage, Empower

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...

Midlife Money Errors

March 26, 2019

If you are between 40 & 60, beware of these financial blunders & assumptions.

Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy...

To Catch a Thief

March 19, 2019

Having your identity stolen may be costly.


Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. A...

The A, B, C, & D of Medicare

March 12, 2019

Breaking down the basics & what each part covers.

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come...

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