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January 24, 2020

What Does the SECURE Act Mean for Your Retirement?

The government passed a year-end spending bill in December, and it included one piece of legislation that could have a big impact on retirees. It’s called the SECURE Act. The…

December 23, 2019

Nearing Retirement? Give Yourself This Gift This Holiday Season

It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you…

December 11, 2019

How the Markets Performed in 2019 and Tips to Prepare for 2020

Another year is in the books. It’s almost time to turn the calendar to 2020. For many investors, this is the time to look back on the past year and…

November 26, 2019

You’ll Be Thankful You Made These Retirement Decisions

What are you thankful for this holiday season? Family and friends? A few days off work? Perhaps your health? Good fortune in your career? You may have many blessings for…

November 11, 2019

Volatility vs. Risk: What’s the Difference and How Do They Impact Your Portfolio?

Volatility and risk. When it comes to investing, those two terms mean the same thing, right? Not exactly. While volatility and risk can both refer to market downturns, they don’t…

October 29, 2019

Three Investing Mistakes that Can Haunt Your Retirement

It’s that time of year again … Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be…

October 14, 2019

Four Financial Steps to Take Before the End of the Year

Fourth Quarter Planning Checklist It’s hard to believe the year is almost over, but October is already upon us. Soon the holidays will be here and then we will flip…

September 25, 2019

Your First Year of Retirement: Why It Can Be More Stressful Than You Think

Are you preparing to retire? If so, this is probably an exciting time. You’ve worked and saved your entire career to get to this point. Very soon, you’ll be able…

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…