Blog & Articles

Fourth Quarter Planning Checklist:

October 15, 2019

Four Financial Steps to Take before the End of the Year It’s hard to believe the year is almost over, but October is already upon us. Soon the holidays will be here and then we will flip the calendar to 2020. These last few months…

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Will Your Savings Last If You Have a 40-Year Retirement?

October 9, 2019

Thanks to advances in medicine and health care technology, people are living longer than ever. According to the Centers for Disease Control and Prevention, the number of people in the United States who are age 100 or older is at a record high.1 Additionally, Pew…

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Keep Your Retirement Plan on Track During A Job Change

October 1, 2019

Is a job change in your future? Are you about to start a new job? Or are you starting the job search process? If so, this is probably a hectic time for you. Amid the chaos it’s easy to overlook the impact a job switch…

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Ask Yourself These 3 Questions to Determine If a Trust Is Right for You

September 25, 2019

Do you have a will that provides instructions about how your assets should be distributed after your death? If so, you’re in the minority. According…

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Your First Year of Retirement:

September 17, 2019

Why It Can Be More Stressful Than You Think Are you preparing to retire? If so, this is probably an exciting time. You’ve worked and…

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Is September the Worst Month for Investing?

September 12, 2019

Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For many, that’s a surefire sign that cooler weather, football, and fall bonfires are right around…

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Do Our Attitudes About Money Help or Hurt Us?

September 3, 2019

Our relationship with money is complex & emotional. When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or apartment, or pass someone seemingly poor or rich on the street, we feel things and…

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Women & Retirement Planning: Two Unique Challenges

August 27, 2019

Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85 percent of married women handle the day-to-day financial management in their household. However, the same…

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