News & Updates
Coronavirus (COVID-19) Update – Updated 05/15/20
Update 05/15/20: We are back open and taking appointments in all locations! We have masks and hand sanitizer on location and are following all respective state social distancing guidelines. Dear valued clients, Amidst the coronavirus
How many more years do you need to live in order to wait it out?
With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to
We know you are concerned
Financial concerns stemming from the coronavirus outbreak have saturated the thoughts of anyone with a retirement nest egg set aside. The coronavirus has had an undeniable impact on any of us who are in retirement
Safety planning for retirement
I found this week’s article full of interesting information, and was drawn to the opening paragraph that I thought to share with you. “As we progress through life, we find there are certain things we
Get back on your feet
This week’s article references how setbacks can affect family decisions, and finances, at every live stage, but it tells you to “Get back on your financial feet even if you’re getting a late start.” We
Building your own
We often hear that “the key to feeling confident about a comfortable retirement is an employer plan”, but what if you don’t have one? I thought to share this week’s article with you because it
Did you know?
Did you know about the new Secure Act which allows you to wait longer before you have to start withdrawing money from your qualified retirement accounts, such as your 401(k) or IRA? I thought to
Is retirement good for health or bad for it?
I read an article this week that I thought to share with you as it expressed something I’ve been reflecting on. The author, connected with Harvard, wrote that “For many people, retirement is a key
Have you determined which is best for you?
You may have heard about annuities elsewhere, but we thought it useful to send you a link to a Yahoo Finance article that does what we think is a good job of explaining that “Fixed