Explore New Topics To Learn More About Your Retirement

Who is the owner or beneficiary of your life’s savings?

March 8, 2019

As we are in the middle of another tax season I would like to remind you that this is a perfect time to review not only the income results and tax implications of your retirement savings but also the ownership and title of all of your investment accounts. One of the easiest ways to do… View Article

Financial Planning, Math or Art?

January 28, 2019

Happy New Year and here’s to wishing that 2019 brings you peace, confidence & clarity! The stock market was certainly anything but peaceful in 2018.  In fact, we have experienced the worst market year in nearly a decade.  The last week of December reported sharp drops followed by record gains in a single day. Did… View Article

2018 Year End Action Steps

December 14, 2018

As 2018 comes to an end and everyone is settling down from the hustle and bustle of the holiday season, the last week of the year is the perfect time (and usual time) to reflect on the previous 12 months and start jotting down some 2019 resolutions.  How was your 2018?  What worked? What didn’t? … View Article

What’s your Plan for Retirement?

November 30, 2018

Often, I am asked, ‘do I have enough saved for retirement?’  The answer is simple.  It depends!  What’s your plan?  What is your target retirement date?  You have to know what you want and then you are able to build a strategy and roadmap to help get you there.  The very first step is to… View Article

It’s Fall – Time To Get Your Financial House In Order

November 20, 2017

Good ‘ole Fall – why not use some of your vacation time to get your financial house in order? Get energy by finishing things! When it’s hot outside, we tend to relax and spend time outdoors and near the beach or pool.  But one of the things that wears us down is incomplete projects and… View Article

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