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Blog

July 5, 2019

3 Tips to Achieve Financial Independence Before You Retire

Declare Your Independence in Retirement Fireworks, parades, and pool parties. That’s what comes to mind for most people when they think about the Fourth of July. The holiday is a…

June 27, 2019

3 Affordable Tropical Locations for Your Retirement

Where in The World Would You Retire? Summer has finally arrived. It’s time for sunshine, barbeques and maybe even vacations to the beach. If you’re still working, you may only…

June 18, 2019

3 Steps You Can Take to Minimize Risk

Financial Reset in the 2nd Half of 2019 The year is flying by. It may be hard to believe, but we’re already halfway through 2019. Did you set financial goals…

May 24, 2019

Late on Retirement Planning?

Tips to Jumpstart Your Savings It’s graduation season. Do you have a graduate who finishing up on college? If so, this is a time to celebrate your child’s accomplishment and…

May 9, 2019

College Planning vs. Retirement Planning

Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or sending them to kindergarten. The…

April 29, 2019

How to Find Hidden Assets in Your Strategy

Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your…

April 8, 2019

Can You Survive a Rainy Day in Retirement?

Everyone is familiar with the popular saying “April showers bring May flowers.” The arrival of spring also means the arrival of rainy weather. While rainy days are never fun, they…

March 22, 2019

Do NCAA Tournament Winners Predict Market Returns?

If you’re a college basketball fan, this is your favorite time of year. March Madness is in full swing. That means a full schedule of games every weekend, buzzer-beating finishes…

March 7, 2019

4 Tax Tips to Consider for 2019

The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you…

February 25, 2019

Is the Downturn Threatening Your Retirement? 3 Tools to Protect Your Nest Egg

Worried about the direction the financial markets have taken over the past few months? You’re not alone. After nine consecutive years of growth, the markets ended 2018 on a down…