August 23, 2018
What Should Financial Advice Look Like?
Many people have hired a “financial planner” or “financial advisor” for investing their retirement rollover or the kids’ college savings. Often, we’ve heard people say they use a “financial planner” or “financial advisor,” yet the person they’ve hired typically invests […]
February 15, 2018
Take this Quiz: Be Intentional – Key to greater financial success!
Jan and Bill are married, have two kids, and within the last few years have moved into a new home. Both Jan and Bill work full-time, contribute to their employer 401(k) plans, and have started saving for their kids’ college. […]
December 12, 2017
Obstacles to Retirement: Courage is half the battle
Retirement is an idea that can offer solace AND anxiety. It is something that we have to grasp financially as well as emotionally. And no matter what, it involves a considerable amount of the unknown. We’ve seen countless folks let […]
November 28, 2017
Ever think about retiring?
WHEN CAN YOU RETIRE? The answer is…when you have enough money to meet your financial life needs for as long as you live. Now, let’s determine how long you’ll live, what your expenses are today, what they’ll be tomorrow, and […]
October 3, 2017
How Will You Retire?
As the global economy continues to evolve, and wages have remained stagnate here in the U.S., more people are asking, “How will I retire?” rather than “When can I retire?” Today, transitions are often forced when a company gets purchased […]
July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
June 5, 2017
Turning 30 and Getting Serious About Finances
Throughout her 20s, Nancy Corwin dreaded the day she turned the big 3-0.1 . “Then the day finally came—and went.” And it was no big deal,” said Nancy. “It was really sort of a letdown after all that worrying,” she […]
Ever wonder if you should have more contact with your financial advisor? We’ve been meeting with people for years who are moving from financial advisors for reasons that almost always include a lack of contact. Beyond receiving your account statements […]
While you were on summer break…