News & Updates

Remember to think about yourself in future terms. Many of us feel little connection to the person we’ll become years from now, and that can lead to shortsighted behavior that can actually hurt us in

We often hear that the market is “up” or “down” and think that we’ve either made money (or lost out on making money) or that we’ve lost money. But “up” and “down” don’t have much

There has been an uptick in what regulators call “romance fraud.” This refers to a type of online deception where individuals create fake identities and develop fraudulent romantic or otherwise close relationships with unsuspecting people

“You can’t have your cake and eat it too.” Perhaps there’s more truth to this saying than we want to admit. This year has been tumultuous, with markets declining and interest rates increasing. Were we

We’ve spoken in the past about the benefits of saving money for retirement by having automatic transfers from your checking account into a savings account. But, what is often forgotten is that workplace retirement account

One potential way to save money consistently is to arrange automatic transfers from your checking to your savings account on paydays. This idea can be also applied to RMDs as we get older. While we

Sometimes it’s best to start with the basic steps when planning for retirement. Are you contributing enough to your 401(k) to get your company’s full employee match? Have you paid off any high-interest-rate debt you

The five years before you retire and the next five after retirement are among the most important and vulnerable for a retiree’s savings. The reasoning is that, as you approach retirement, there are far fewer

We frequently receive inquiries regarding who the beneficiaries should be for the financial products we recommend. And, if the division among multiple beneficiaries should be equal. This brings up an interesting point.  When making this

There may be a gap between how much you spend and how much you think you spend. This gap should be factored in when trying to determine how much you’ll need in retirement: Probably more

Heading into retirement, It is essential to understand your options, and what will work best for you. It is similarly important, however, to understand what won’t work. Are you aware of every factor you need

Retirement means more than a change in your employment status. It’s the point where the use of your savings changes. During retirement, a retiree’s focus turns from accumulating savings, to how they’re going to live

Clients are coming to us more and more frequently with questions regarding this retirement situation: Let’s say one of a couple retires, and the other continues to work. This often presents a need for rebalancing

We often mention in passing that life expectancy shows that women typically live longer than men. What does that mean to you? Well, you should think about the impact it could have on your retirement