News & Blog

The Happy Retiree’s Resolution For 2020

Posted on January 17, 2020January 17, 2020

With the brand-new horizon of 2020, no doubt you’ve thought of goals, resolutions and intentions for the year. It’s a… Read More

Some Brief Thoughts On Iran (And Wars In General)

Posted on January 13, 2020January 15, 2020

Given the Middle Eastern events of the past few days and global tensions rising, we felt it would be useful… Read More

Understanding How The SECURE Act Is Impacting Retirement

Posted on January 10, 2020January 17, 2020

It’s official. Retirement reform has made its way through Capitol Hill. The Setting Every Community Up for Retirement Enhancement Act… Read More

5 Money Secrets For 2020

Posted on January 6, 2020January 17, 2020

Here we are at a new year — a new decade, with a nice round number, 2020, which I love.… Read More

What’s Next For Investors? 5 Trends to Shape Markets in 2020

Posted on January 3, 2020January 7, 2020

As we round the corner into this new year, let’s raise a final glass to 2019. For investors, this year… Read More

Want To Pay Off Your Mortgage Faster? Here’s What To Consider

Posted on January 3, 2020January 6, 2020

Particularly during December, we’re reminded it’s a wonderful life. This time is one when we spend less time at work… Read More

Don’t Drift Through Your Financial Life — Make A Plan

Posted on December 31, 2019January 6, 2020

Year-end is my time for reflection and renewal. Business owners use it to set goals and develop a plan with… Read More

How to Keep Heirs from Running Through Their Inheritance

Posted on December 13, 2019December 31, 2019

Wouldn’t it be great if all of our families lived in complete harmony, without discord, like something straight out of… Read More

Walking 15 Minutes a Day Could Help Boost the Economy

Posted on December 13, 2019December 31, 2019

Everyone knows that exercise is good for the body and mind. But it can seem hard to make being active… Read More