1. The Three Phases Of Your Retirement Life

    There are fundamental differences and changes that every investor must consider as they move along their retirement path.  Investing your money properly for each phase can make a huge difference as far as when you might be able to retire, how much you may save during your working years, how much income your portfolio can produce for you regularly during retirement and even how your assets are dis…Read More

  2. Understanding Your 401(k) Choices

    The 401(k) account has become one of the most popular and most commonly held investment accounts in the country.  Over the past 30-40 years, we have seen the number of 401(k) plans steadily rise and the number of pension or Defined Benefit plans steady decreasing. Employers have decided to shift and are now opting to install the less-expensive Defined Contribution plan, so we have seen assets in …Read More

  3. How To Avoid Uncle Sam Becoming Your Biggest Beneficiary

    Do you like paying taxes?  Well, of course you don't.  That was a silly question, wasn't it?  But what about your loved ones and your beneficiaries when you pass away?  Do you know what kind of tax burden you might bestow upon them when you inevitably kick the bucket? With the proper financial planning help, you can ensure this doesn't happen to you. How To Financially Prepare For Death Unbekn…Read More

  4. How to Choose the Right Investments For You

    For the average person, understanding different investment, the choices you have on the employer-sponsored plans, the risk each different options entails, etc...it's just flat out confusing! If you have not spent a lot of time educating yourself or just simply do not have the interest level required to understand the intricacies of investing, you might not be very optimistic about your own abiliti…Read More

  5. Your Behavior and Why it Matters to Your Money

    If you are beginning to prepare for retirement, or you recently retired and you are trying to sort out all of the different options you have, you might be feeling a little overwhelmed!  After all, making smart financial planning decisions is pretty hard.  Not only do you have to determine who the best adviser or firm is to hire, but then you have to begin sorting through all of the different fin…Read More

  6. Americans’ Worst Retirement Fears

    An article was recently posted by Fox News that discusses Americans' worst retirement fears.  Needless to say, retirement in America today is a scary proposition.  Retirees are nervous - and for good reason. How This Applies To Your Financial Planning Strategy The top fear of the American retiree today is healthcare at 28%.  A couple who retired in 2014 will need $220,000 to cover healthcare co…Read More