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Retirement Phobia is a Real Thing

Get this folks, according to a recent survey, 44% of men and 36% of women fear retirement more than death itself. According to the survey, the No. 1 fear Americans have about retirement is having a lack of income, with 87% saying that this scares them.

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This New Year, Get Your Finances in Order

There’s no time like the New Year to reflect on the past year and set the stage for a brighter 2022. You probably have motivation on your side right now so let’s look at a few areas to kick start your financial year.

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A Christmas tree outside covered in show with a snowflake ornament hanging from a branch

As Christmas Nears, Remember to Prepare — and Reflect

This week I’d like to use our time together to contemplate the joys of the season to maybe help us experience more meaning than just the inevitable gifts and good food. As Winston Churchill once said, “Christmas is a season not only of rejoicing but of reflection”. And he was a pretty smart guy.

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Close up of a tax form and social security cards

Social Security Reform Bill Has Tough Hurdles to Overcome

I am regularly asked by folks how I feel about the future state of Social Security. The answer to this question is particularly important for those approaching retirement within the next 5-10 years, because time is simply not on their side if their anticipated benefits are cut.

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