How to Navigate a Market Full of Extremes

This summer has been full of market extremes. Our current reality is that, because the market’s numbers have grown so… Read More

Aging In Place: Why Your Home Could Replace Assisted Living

Whether you choose to stay in the home you’ve lived in for years or downsize during retirement, more than likely… Read More

What Makes For A Happy Retirement – Whether You Retire Early, At The Typical Retirement Age, Or A Bit Later

As many of you know, I have a keen interest in what makes for a happy retirement – whether you… Read More

The State Of Americans’ Savings That May (Or May Not) Surprise You

There are many paths to happy, financially-secure Golden Years. You simply should be intentional, disciplined and have a well-planned strategy… Read More

How to Financially Prepare for The Worst Possible Scenario

Imagine this. You’re sitting at your desk or at home, and the power goes out. No big deal, right? It… Read More

Why It’s Important To Take Note Of Where You’re Spending Your Money

Look around your home. What kind of stuff do you own? What are the services you pay for to keep… Read More

It’s Never Too Late To Save For Retirement

The best time to plant an apple orchard is a decade ago since that’s how long it takes to bear… Read More

Potential Retirement Changes Could Cost Heirs Big Bucks

Congress may be on the verge of enacting the most significant overhaul of retirement policy in more than a decade.… Read More

Our Team Shares The Most Valuable Piece Of Financial Advice They’ve Learned

We’ve all heard this adage: Don’t lose sight of the forest for the trees. In the world of investing, sometimes… Read More