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Financial Terms

Have you ever found yourself in the middle of a conversation with a financial professional and realized you have no understanding of the meaning of the words he is using? We try to keep things

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retirement calculators

Calculators and Calculations!

This is the time year when clients begin to ask if they are on track for retirement. There are so many factors that go into answering that question, we thought to share with you several

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plan ahead and leave a legacy for your children

Plan Ahead

When we speak about retirement savings, we often talk about products that can provide an income stream you can’t outlive. But, what happens to your money after your lifetime? If you plan on leaving some

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Social Security in 2021

Happy New Year!

Happy New Year to you! Next week were are hosting a free educational webinar for pre-retirees and retirees on January 5th. It’s called “7 Keys to Enhancing Social Security Benefits.” Register here. If you have

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start the new year off right

Start the new year off right

“Figuring out how much money you need to retire is like one of those word problems from high school that still haunts you.” This week’s article tells us that “The retirement equation isn’t unsolvable, but

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holidays and financial stress

Holidays and Financial Stress

Did you know that according to one 2019 survey roughly 48 million Americans were still paying off 2018’s holiday debt by the 2019 holiday season? Therefore, it shouldn’t be surprising that a more recent survey

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exercise for seniors

Healthy Mind and Healthy Body

This week’s article reminds us that notwithstanding the trials and tribulations of the pandemic, one thing COVID does to benefits us, is that it demands healthy aging. There have been and will continue to be

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