Educate, Encourage, Empower

Your Diversified Portfolio vs. the S&P 500

October 30, 2018

How global returns and proper diversification are affecting overall returns. 


Tolerate the Turbulence

October 23, 2018

Look beyond this moment and stay focused on your long-term objectives.


Investing Means Tolerating Some Risk

October 16, 2018

That truth must always be recognized.

When financial markets have a bad day, week, or month, discomfortingheadlines and data can swiftly communicate a message toretirees and retirement savers alike...

Filling Out The FAFSA

October 10, 2018

There is really no reason to wait.

When Is Social Security Income Taxable?

October 2, 2018

To find out, look closely at two factors.

Your Social Security income could be taxed. That may seem unfair or unfathomable. Regardless of how you feel about it, it is a possibility.

Retirees, Check Your Withholding

September 25, 2018

It may need to be adjusted due to the 2017 federal tax reforms.

The Internal Revenue Service has a message for you.You may need to adjust the amount withheld from your paycheck or the size of your...

Discover the 403(b)  

September 18, 2018

This retirement plan allows teachers & employees of non-profits to invest for their futures.

Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help...

Preparing for Life’s Inevitable Challenges

September 12, 2018


5 Retirement Concerns Too Often Overlooked

September 4, 2018

Baby boomers enteringtheir “second acts should think about these matters.


Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing...

The Details More People Should Know About Medicare

August 28, 2018

Before you enroll, take note of what the insurance does not cover and the changes ahead.

Misconceptions about Medicare coverage abound. Our national health insurance program provides seniors with...

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