Recent Blogs

mt everest

Managing Risk and Your Retirement Income

April 8, 2021

Risk needs to be managed on both sides of your retirement – during wealth acquisition and distribution. Smart retirement maximizes growth and alleviates risk.

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Women's Month

Women’s Month!

April 1, 2021

While women have made huge strides to improve financial parity with men, they lag way behind in retirement account value and other important metrics.

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Couple Holding Hands

Talking About Money Is Romantic

March 25, 2021

Open and honest communication wlth your spouse about money and financial goals is a cornerstone to a healthy and happy relationship.

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Bitcoin and Cryptocurrency

Bitcoin and Cryptocurrency

March 18, 2021

Bitcoin and other forms of cryptocurrency represent a huge risk to the average investor – one that merits caution and planning if you intend to dabble.

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Student Financial Aid 2021

Student Financial Aid 2021

March 11, 2021

New rules in 2023 may dramatically change how much financial aid your college student may receive. Plan now before the changes are put into place.

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Retirees concerned about money

Revisiting The 4% Rule

March 4, 2021

The “4% rule” has long been a benchmark for how retirees can safely spend down their accounts. Like any rule of thumb, it’s a guideline – not an immutable law.

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Successful advisors need successful investors

Successful Advisors Need Successful Clients

February 25, 2021

People who retire early have some things in common, such as a sensible approach to spending and investing that puts long-term needs before short-term gains.

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GameStop storefront

GameStop and Reddit – What Just Happened?

February 18, 2021

A recent run on GameStop stock highlights how social media can create even more potential volatility for individual investors.

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Navigating the Inherited IRA

Navigating the Inherited IRA

February 11, 2021

Inheriting an IRA from a spouse or other family member can present tax challenges.

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French Bulldog with ball

Happiness In Retirement

February 4, 2021

A fixed-index annuity can help retirees create measurable and predictable income in retirement, like the pensions our parents had.

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