Currently browsing:


4 Dangers of Accumulating Wealth
May 8, 2017

Generally, when we think about accumulating wealth, we view that as a good thing. Who doesn’t want a nice, comfortable nest egg? But as with all things in life, there is a downside to having a healthy bank balance. Yes, really! You can overestimate yourself. If you do manage to…

Read More

Another Creative Retirement Strategy for Married Couples
April 24, 2017

Are you on track to max out your retirement plan contributions this year? If so, that’s great news. You’re preparing for your future, while also earning a valuable tax deduction. You might feel satisfied knowing that you’re doing all you can to save for retirement, or you might be wondering…

Read More

Consider this Factor Before Retiring Early
April 17, 2017

What’s the perfect time to retire? If you’re like a lot of people, you’re saying, Right now… I wish! Many of us dream about an early retirement, but most of the time we plan to stop working around age 65 or a bit later. Of course, whether we want to…

Read More

A Different Retirement Planning Opportunity
April 10, 2017

When we consider our health insurance policies, we look at things like premiums and benefits. Most of us don’t consider how that policy could help us to retire more comfortably. However, that’s exactly what it could do, depending on your exact situation and how you leverage it. It’s possible to…

Read More

What’s the Right Retirement Age For You?
April 2, 2017

Mapping out a route to retirement is a huge part of your long-term financial strategy. But every route has to lead somewhere. That’s why selecting a retirement date is almost as important as crafting your retirement strategy. Once you decide on the right time to retire, you will have a…

Read More

How Inflation Will Affect Your Retirement
March 27, 2017

Retirement planning often focuses on a specific savings goal, and a target date for the beginning of your new life. But many people fail to think beyond that date. Once you’ve saved a comfortable nest egg, and you are finished with your career, what happens next? You begin taking distributions…

Read More

Could You Save a Million Dollars for Retirement?
March 20, 2017

When you hear the phrase, “American Dream”, what do you picture? You might see a beautiful home, a white picket fence, a loving family and a fluffy dog. Or, your ideas might be more abstract: Concepts like freedom or financial independence might come to mind. Speaking of financial independence, many…

Read More

This Common Mistake Can Drastically Impact Your Retirement
March 8, 2017

Like a roller coaster, life is full of ups and downs. Unfortunately those “downs” tend to come just as you’ve gotten onto a good track toward a secure future. After you hit the peak of your career and you’re beginning to build up your retirement account, the kids go off…

Read More

3 Debts to Address Before You Retire
February 13, 2017

What’s your retirement dream? For some, world travel is the goal. For others, hobbies and activities are a high priority. But we can probably all agree on one thing: Retiring without debt would feel great! Imagine how much fun you could have, if you aren’t burdened by bills. Unfortunately, about…

Read More

What Your Future Self Wants You to Know
February 8, 2017

When you try to picture yourself in the distant future, what do you see? It probably feels hard to imagine, doesn’t it? Studies have demonstrated that when we think about our lives this way, we tend to view ourselves as strangers. It’s simply difficult to picture ourselves more than a…

Read More

Have questions? Need assistance?

Use the form below to schedule an appointment.

    Call 877-281-8282 or email to speak with an agent.