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Thursday, January 26, 2017

Today there are a ton of apps available on your mobile phone. Some apps can be very helpful, while other apps are not so great. Now there are a number of apps available for investing. Just like anything related to your finances - be...

Wednesday, December 21, 2016

As a Financial Advisor, I know it can be challenging for busy people to take pause and think about the long-term and retirement planning. Today’s hectic world is full of busy people. If you’re one of them your lifestyle...

Wednesday, November 23, 2016

As of 11-22-16 the implied probability of a Federal Reserve rate hike in December 2016 is now about 93%. (View the latest interest rate increase probability: FedWatch Tool) How will this affect your wallet? Prepare for these 7 areas of...

Sunday, October 23, 2016

“What’s the difference between a Traditional IRA and a Roth IRA?” During my 20 years of retirement planning this is one of the most common questions I’ve heard. Below is a comparison that shows how a Traditional...

Tuesday, October 11, 2016

Supplemental Health Plans for Medicare Gaps (Click link or image below for: Full-Size Infographic) The Anatomy of a Supplemental Health Plan

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Thursday, September 15, 2016

There will be lots of claims from presidential candidates between now and November 8th about how the U.S. economy would benefit if he or she wins the election. But which candidate is better for your Retirement Plan and financial future...

Friday, September 9, 2016

Do you know the real cost of having a child? (Click link or image below to view full-size infographic) Half Million Dollar Baby - The True Cost of Having a Kid

Friday, August 12, 2016

When’s the last time you reviewed your retirement plan? It’s likely that your personal and financial situation has changed over time. Adjustments that reflect life changes can make your retirement plan more effective. These...

Tuesday, July 12, 2016

We get a lot of questions about Social Security benefits because they can be complicated. Here’s some information that could help you. Please note: Make sure you fully understand all aspects of the most up-to-date Social Security...

Wednesday, June 29, 2016

This infographic shares some possible mindset differences between those who accumulate wealth and those who don't. 17 Ways Successful People Think Differently About Money

Tuesday, June 14, 2016

There are a lot of questions about annuities… So to help you better understand annuities we provided some annuity terms and jargon you will see or hear along with definitions. Accumulation Value: The sum of principal plus...

Tuesday, May 24, 2016

529 Plans are a type of investment account with tax advantages designed to off-set the cost of education. Like all investments they involve risk and do not guarantee a return. Here’s some helpful tips if you’ve decided to...

Thursday, May 12, 2016

Decisions regarding life insurance can be some of the most important decisions you’ll make for your family. Being aware of these costly mistakes below could help you...

Sunday, April 24, 2016

Did you know it’s possible to access your 401(k) account while you are still working for your employer? Most people know that when you leave a job you can take the money out of a 401(k) plan and put it in your own account. This...

Wednesday, April 13, 2016

A list of the things you want to do during retirement can be motivating when you’re working on your retirement plan. Below is an example list that might inspire you to create your own list. What are you looking forward to when...

Tuesday, March 29, 2016

“What should I do with my 401(k) from my former employer?” This is a common question we hear often. You have 4 options: Cash Out, Keep it in the Old Company’s plan, Rollover your balance to your New Company’s...

Thursday, March 17, 2016

Utilizing online calculators is an easy way to estimate possible costs and savings by testing hypothetical financial situations. The most popular calculator search on the web is: Income Tax. A few more popular calculators include:...

Tuesday, March 1, 2016

Recently, a client was losing sleep worrying about the Market and his retirement plan investments. To put his mind at ease, we talked about 3 strategies designed to limit risk: Asset Allocation, Diversification, Portfolio Rebalancing....