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Blog

September 11, 2019

Is September the Worst Month for Investing?

Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For…

August 30, 2019

Women & Retirement Planning: 2 Unique Challenges

Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85…

August 9, 2019

How Retirement Has Changed Over the Last 30 Years

The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned. There was no Uber or Airbnb. Social media was…

July 18, 2019

Do You Know Your Risk Tolerance?

In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a…

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…