June 15, 2020
Financial Literacy Starts with Being Intentional: Quiz
Thinking about your money lately? Life’s busy pace often takes the intention out of the mix when it comes to things like money. In fact, a majority of Americans believe they’re financially literate, yet, a recent Standard & Poor’s survey ranked […]
November 15, 2019
How to Plan For Your Retirement – Important First Steps
We regularly work with people who are planning for retirement. So, we find it interesting that the MIT Age-Lab recently asked individuals to provide five words for how they imagined their “life after career.” Here are just a few of […]
November 6, 2019
What Should Financial Advice Look Like?
Hiring a financial planner or financial advisor to assist you with investing for retirement is common. But, when asked what your advisor or planner does for you, what is your answer? We typically hear from folks that their advisor invests […]
September 13, 2019
Does Money equal Happiness?
According to a recent survey, 92% of people surveyed say nothing makes them happier or more confident than having their financial house in order. But, does money equal happiness? This is an ongoing conversation. Does money make you happy or […]
July 24, 2019
How to Think About Financial Planning
There’s an excitement at the beginning of that “something” you’ve been looking forward to. Some eagerly anticipate the opening day of their favorite sporting event. For others, it’s the sound of silence at home as the kids head back to […]
June 28, 2019
It’s More Than Just the Money in Retirement
You might imagine that we work with quite a few people nearing retirement. So, what do you think is the first thing people consider when thinking about their retirement? Yes, you got it — it’s their money. Yet, according to […]
June 18, 2019
Do you Know Your Retirement IQ?
Imagine… Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The […]
May 20, 2019
Help your Gen Z’er find their way Financially
Millenials about to be surpassed by Generation Z… Millenials are currently the largest population segment. They have surpassed the Baby Boomers, according to a 2018 Bloomberg analysis of United Nations data. Yet Generation Z is about to surpass the Millenial […]
April 16, 2019
4 Ways to Manage Taxes in Retirement
Think you’ll pay less in taxes during retirement? Careful, it’s not always the case. If you haven’t planned your spending and income sources right, you just might have an unexpectedly high tax bill. So how can you plan for lower taxes […]
March 14, 2019
Should I invest in a Roth IRA or a Traditional IRA?
One of the questions we often get this time of year is, “Should I invest in a Roth IRA or a Traditional IRA?” So, to help you as you consider which is best for you, here are some important facts: […]
