by Kevin | Jul 31, 2017 | All
This week’s article writes about topics on all of our minds right now, summer vacation! Just as you may have been busy this past year planning ahead, saving and budgeting both your time and money for a summer vacation, those same disciplines apply to getting “your...
by Kevin | Jul 24, 2017 | All
This week’s article tells us that the typical U.S. household has few retirement savings, and that most people rely on social security. One of the reasons is the reduction in employers offering any retirement plan, and another is for those that do, there seems to be a...
by Kevin | Jul 17, 2017 | All
“Imagine trying to take an around-the-globe trip without looking into the details. In essence, that’s what millions of Americans do every day as they ponder retirement. They head out on the journey and hope for the best.” We believe that the best course of action is...
by Kevin | Jul 11, 2017 | All
We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give you an extensive glossary of terms that you...
by Kevin | Jun 26, 2017 | All
We often talk about retirement in terms of understanding what expenses will be, and then comparing that to sources of income. An additional factor in this equation for retirement that is sometimes forgotten is inflation. This week’s article tells us that “the popular...
