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May 30, 2016

8 Questions to Ask About Your Annuity

Annuities can be a valuable part of your retirement plan, depending upon your personal goals. But they can also be confusing, with each type of annuity carrying a different balance…

May 23, 2016

4 Ways to Make the Most of a Windfall

If you’re like a lot of people, you have just received an income tax return. Or perhaps you got a work bonus, or some other unexpected windfall. You might even…

May 16, 2016

7 Steps to a Better Retirement

You know that saving for retirement is important, but if you’re like many American workers, you haven’t even gotten started! Or, perhaps you do have a retirement account through your…

May 9, 2016

May Newsletter

This month’s newsletter comes with a handy garage sale prep checklist, a challenging crossword puzzle, and a recipe for apricot scones. Click here to download and print! 

May 2, 2016

5 Retirement Mistakes to Avoid

When we talk to our clients about retirement planning, we often focus on what they should do. Together we set goals and establish sound savings strategies. But you could also…

April 25, 2016

Essential Social Security Facts for Retirees

You already know that Social Security will comprise an important part of your retirement income planning. But despite its importance, and the enormous size of the program, many retirees don’t…

April 18, 2016

April Newsletter

This month’s newsletter comes with a handy vehicle maintenance checklist, a challenging crossword puzzle, and a recipe for spicy hot potato soup. Click here to download and print! 

April 11, 2016

Take Advantage of This Last-Minute Tax Deduction

No one likes writing that big check to Uncle Sam each spring. That’s why most of us look for every tax deduction and credit available to us, and do our…

April 4, 2016

7 Income Tax Changes You Need to Know

Every spring, you find yourself staring at the same old tax forms. But as you know, the regulations behind those forms change from one year to the next. As you…

March 28, 2016

Will You be Satisfied With Your Retirement?

Most people are relieved to finally retire, but sometimes we hear stories of woe. Occasionally, a retiree will say that they regret their retirement; they feel bored or lonely, they…