FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


Friday, June 17, 2022

You might feel tempted to utilize a somewhat controversial method of paying off debts as your target retirement date approaches… But should you?


Friday, June 17, 2022

With inflation rising rapidly, how will your retirement income and lifestyle be impacted?


Tuesday, June 14, 2022

Once you enter retirement, you will need to switch your strategy from saving to taking withdrawals. And while doing so, you must navigate complicated IRS rules.


Monday, May 23, 2022


Tuesday, May 17, 2022


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Tuesday, May 10, 2022

Because life tends to bring so many surprises, there are never any guarantees when it comes to retirement savings and planning. But this quick check-up can help you decide if you’re on the right track. 


Wednesday, April 20, 2022


Wednesday, April 13, 2022


Wednesday, April 6, 2022


Wednesday, March 23, 2022

It is important to consider what happens to each of you if the other spouse passes away first. In most cases this is an unpredictable part of life.


Monday, March 21, 2022

At some point, you might feel that you’re ready to - or need to - claim your benefits. What if that decision turns out to feel like a mistake, and you regret it? Can you change your mind and delay your benefits until later?


Friday, March 11, 2022


Sunday, February 20, 2022


Monday, February 14, 2022


Monday, February 7, 2022


Sunday, January 30, 2022


Tuesday, January 18, 2022


Monday, January 10, 2022


Monday, December 20, 2021


Monday, December 13, 2021


Monday, December 6, 2021


Wednesday, November 24, 2021

Over the past year and half, we’ve all thought about contagious diseases and healthcare much more than we normally would. Living through a state of emergency can prompt us to rethink many of our plans, including our estate plans....


Tuesday, November 16, 2021

Have you set a target retirement date yet? Or, are you still evaluating your options? Either way, it is likely that you will continue to reevaluate your budget even after you retire! That’s because the costs of various goods and...


Wednesday, November 10, 2021

If there’s one thing that can change nearly every aspect of society, from broad trends down to individual lives, it’s a pandemic. As we’ve seen, the consequences of the Covid pandemic have affected us at every level....


Tuesday, October 26, 2021

Ask ten different people about their dreams for retirement, and you might get ten different answers. But one theme will pop up regularly: Many of us envision a debt-free life. And in particular, paying off the mortgage before...


Wednesday, October 20, 2021

As Einstein once said, “Information is not knowledge. The only source of knowledge is experience.” Experience, whether intentional scientific experiments or simply life lessons, is the best way to gain wisdom. But we can...


Wednesday, October 13, 2021

Washington lawmakers never fail to keep us entertained (or concerned, depending upon your perspective). But the latest news seems a bit confusing for many of you. What exactly is the debt ceiling, and why do they want to raise it...


Wednesday, September 29, 2021

After decades of working, planning, and saving, you’re finally beginning to see the light at the end of the tunnel! But now, as you head into the final stretch of your career, you must avoid a few common mistakes. Make wise...


Thursday, September 23, 2021

Ideally, retirement planning begins early in your career and then continues for decades. You will make a number of decisions when you first open a retirement account, and then reevaluate those decisions throughout your career as you...


Wednesday, September 8, 2021

Many Americans worry that they are under-prepared for retirement, citing insufficient savings and a rising cost of living. Even worse, according to the Federal Reserve one quarter of working adults have no retirement savings at all. In...


Friday, September 3, 2021

Are you planning to retire sometime within the next decade? Many of us have been planning for this moment for many years, and now we’re in the home stretch of our careers. We hope you’re feeling confident about your plans,...


Friday, August 27, 2021

No, it is not your imagination. The cost of many goods and services has risen over the past year, and some of those price hikes are significant. Most household budgets have been impacted, and the measures of inflation are indeed...