by Kevin | Feb 23, 2021 | Uncategorized
This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason we like this statement is because it relates to each of us, regardless of our age....
by Kevin | Feb 16, 2021 | All
Commentary: “At a time when COVID-19 is generating massive financial uncertainty for individuals, companies, and societies, an important new report from Bank of America examines the unique saving and investing challenges facing women. It marks the launch of a new...
by Kevin | Feb 8, 2021 | All
Commentary: If you are a Federal civil servant employee and contemplating putting in your retirement papers this year, you may want to verify what your lifetime benefits will be, and how they are calculated. It isn’t just a question of age, which is how most of us...
by Kevin | Feb 1, 2021 | All
Commentary: 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 simple around our office, and go to great lengths to make sure...
by Kevin | Jan 25, 2021 | All
Commentary: It always seems to be this time of 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 customizable calculators that will allow you to run...
