Blog & Articles

Do You Know Your Risk Tolerance?

July 30, 2019

In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a wide range of risks that could potentially derail your plan. Medical emergencies, disability, job loss,…

Read this Article

Taking Charge of Your Financial Life

July 24, 2019

When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on the laundry, while another takes on the shopping. You might also decide which one of you vacuums and which one of you dusts. This is…

Read this Article

Incapacitation: A Hidden Estate Planning Risk

July 16, 2019

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate planning can be used to minimize probate costs, manage taxes, and distribute your assets to your loved ones in the…

Read this Article

3 Tips to Achieve Financial Independence Before You Retire

July 9, 2019

Fireworks, parades, and pool parties. That’s what comes to mind for most people when they think about the Fourth of July. The holiday is a…

Read this Article

3 Affordable Tropical Locations for Your Retirement

June 26, 2019

Summer has finally arrived. It’s time for sunshine, barbecues, and maybe even vacations to the beach. If you’re still working, you may only get one…

Read this Article

Making Investment Decisions

June 18, 2019

Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing good investments. But what exactly is that “knack” based on? The fact is, the choices we make with our assets…

Read this Article

Financial Reset: 3 Steps You Can Take to Minimize Risk in the 2nd Half of 2019

June 12, 2019

The year is flying by. It may be hard to believe, but we’re already halfway through 2019. Did you set financial goals at the beginning of the year? If so, how are those goals looking at the halfway point? The good news is you have…

Read this Article

Why DIY Investment Management Is Such a Risk

June 6, 2019

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments…

Read this Article