Deciding on when to retire is not only a financial question but it is important to think about the emotional side of retirement too! After all, in retirement
I want to share some financial advice for our graduates. I have worked as a financial advisor for the past 20 years and hear consistently “I wish I started
Starting to take your social security income is a once in a lifetime decision. The most common considerations are deciding when to start, longevity, spousal
If you're like many small business owners, running your own business is an all-consuming endeavor. In the face of everyday demands, choosing a retirement plan
If you are like many Americans, you’ve worked and contributed to the Social Security system for most of your life. When it comes time to start thinking about
Spring is here, and it’s almost gardening season! This is a perfect time to start planning and dreaming about what you are planting, not only in your flower
Life insurance is a contract between an insurance policy holder and an insurer, where the insurer promises to pay a designated beneficiary a sum of money in
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your
Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If you inherit a retirement account, such
Have a Game Plan – Benjamin Franklin said it best, “If you fail to plan, you are planning to fail. The biggest secret to building retirement wealth is to sit
With the new year comes a new opportunity for a fresh start and new resolutions. I find some people are big fans of New Year’s resolutions while others don’t
This is a great time of the year to clean out your garage and give your items to charity. Please remember that you can only write off these donations to a
