December 28, 2020
You’re Curious About Your Money – Start Here!
You’re curious about your money and want some help, but not sure where to begin. START with our no cost MYBLOCKS and learn more about your financial life with fun sprinkled in along the way! And, if you need more […]
December 14, 2020
Retiring Soon? Know about the 5-year test?
Are you thinking about retiring soon? Do you have a good handle on what you spend on a monthly and annual basis today? If you think you do, think again. The detail here is important. There are alot of retirees […]
August 3, 2020
What Should Financial Advice Look Like?
The days we’ve all endured in 2020 have been unlike any we’ve experienced in the past. Our cheese has been moved! And millions of Americans have been financially impacted by these historical and unprecedented times. Yet, many Americans have begun […]
July 21, 2020
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. A little planning can help you manage taxes […]
July 7, 2020
When Can I Retire?- 7 Tips to Get You Started
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 […]
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 […]
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 […]
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: […]
