Our Blog

Keeping Your Informed with Financial News and Tips

Retirement: It Isn’t All About the Money
September 3, 2014

  Retirement planning often centers around budgeting, saving money, and investing wisely. But if you want to really enjoy your retirement, creating a comfortable lifestyle is only the first step. Those who feel truly fulfilled during retirement know that it takes more than just money. Check out the following strategies…

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Early Withdrawals From Retirement Savings Accounts
August 27, 2014

When you first began saving for retirement using tax-deferred retirement plans, you should have been informed that you would be subject to a penalty for withdrawing any funds before age 59 ½. However, under the following circumstances you may be able to withdraw funds without paying a penalty: Death. Your…

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Your Empty Nest Provides Room for Retirement Savings
August 20, 2014

  Once the children have grown up and moved out, many couples find the “empty nest” years to be fun and fulfilling. Now that the kids are gone and paying their own bills, you may find that you have more money to spend on yourself. It’s a great time to…

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August 2014
August 14, 2014

Website We’ve spent the last 7 months revising the website, making it more user friendly and adding content that is useful for our clients and prospective clients. Over the weekend, it was turned on and is now live. There is a link at the bottom of the next column that…

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