Blog
June 2023: Retirement Readiness
Our newsletter this month features nine facts about social security, having a bucket plan, healthcare costs in retirement, and the history of retirement. Hope you enjoy, and as always, reach out with any questions. Have a great day! 9...
Read MoreMay 2023: Retirement Readiness
Your Retirement Readiness newsletter features how working will affect social security benefits, making catch-up contributions, redefining retirement, and whether or not social security will stick around. Hope you enjoy, and as always,...
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April’s Focus on Growth and Self-Care
Happy April Greetings! What do rain showers, baseball, and Earth Day have in common? They all happen in April! So whether you’re anticipating May flowers, enjoying the opening of our national pastime, or renewing your focus...
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5 Reasons Why Women Need to Invest
Despite progress toward financial planning and saving, women often face challenges regarding their financial security. These challenges can include more time away from the workforce (often caring for children or for parents), the...
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Marching Ahead Toward Spring!
Welcome to March! It’s no secret that many of us are anxiously awaiting the first day of spring on March 20th, along with daylight saving time starting on 3/12. Beginning this month, we’ll start to see extended...
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Marching Ahead Toward Spring!
Welcome to March! It’s no secret that many of us are anxiously awaiting the first day of spring on March 20th, along with daylight saving time starting on 3/12. Beginning this month, we’ll start to see extended...
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Mid-Year Check-In
With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
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Breaking Down the Great Resignation
Lately, the "Great Resignation" has led many Americans to leave their jobs for other opportunities, while others have chosen a different path: early retirement. We can all understand looking for a more suitable place of work, but some...
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eCard - Happy Thanksgiving
Wishing you the happiness of good friends, the joy of a happy family and the wonder of the holiday season.
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Wishing you a happy and safe Thanksgiving
Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless. I also want to thank you for choosing me as your...
Read MoreA Heartfelt Thank You to Our Vets!
On Veterans Day, we honor military veterans who have served our great country. We see and feel the appreciation as a nation through the traditional celebrations, ceremonies and parades.We wanted to take a moment to personally thank...
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Giving Thanks to You!
November is when Americans take time to pause, reflect, and give thanks for our blessings. On November 11, 1918, the fighting in World War I ceased on the 11th hour, of the 11th day, of the 11th month of the year. Since 1954, November...
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October Is Breast Cancer Awareness Month
October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month.Based on the numbers,...
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
Read MoreSeptember 2021: Retirement Readiness
Our Retirement Readiness newsletter features a discussion on paying off your mortgage prior to retirement, new trends that impact travel, retirement traps to beware of, and the latest sport to sweep the nation. Hope you enjoy, and as...
Read MoreLife Happens; Be Prepared
One minute you’re tooling down the sidewalk as you scroll through your phone looking for that important text message from yesterday… the next minute, WHAM! You’re broadsided as you absentmindedly step off the curb...
Read MoreLife Happens; Be Prepared
One minute you’re tooling down the sidewalk as you scroll through your phone looking for that important text message from yesterday… the next minute, WHAM! You’re broadsided as you absentmindedly step off the curb...
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Weekly Market Insights: Passage of Infrastructure Boosts Stocks
Looking past inflation figures and Delta variant trends, stocks last week found a way to climb higher and set fresh record highs in the process.The Dow Jones Industrial Average rose 0.87%, while the Standard & Poor’s 500...
Read MoreAugust 2021: Retirement Readiness
This month's Retirement Readiness newsletter features insights into inflation, the choices for your 401(k) at a former employer, rethinking the 4% rule, and considering how to live a fulfilling retirement. Hope you enjoy, and as...
Read MoreIt’s the Perfect Time…
Summer brings the perfect time for BBQs with friends, fun in the sun, and making memories at the beach or pool. With the first half of the year in the rearview mirror, summer also gives us a chance to perform a mid-year assessment on...
Read MoreJuly 2021: Retirement Readiness
This month's Retirement Readiness newsletter features strategies to address the challenges that women face when planning for retirement, tips to orchestrating your retirement accounts, shares some meaningful tips to help manage...
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A Thanksgiving Message
As we give thanks this holiday season, we wanted to send a note letting you know how truly grateful we are for you and the relationship we’ve built together. We are deeply appreciative of the trust you have placed in us to...
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Volume 16: Retirement Readiness
Our newsletter this month features a quick video on suggestions to make the most of your investments, activities to keep our brains sharp, a guided retirement route for women, and the impact of your mindset on your portfolio. Hope you...
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Volume 15: Retirement Readiness
Our Retirement Readiness newsletter features a pre-retirement checklist offering a quick snapshot of how prepared you are, a fun video on setting up financial goals for success, a quiz to find out your investment IQ, and 4 really...
Read MoreShould you offer a retirement plan?
As an entrepreneur, you may have spent years learning your craft, developing your abilities and growing your business. In fact, it’s probably fair to say that by now, you’re an expert! But unless your business specializes...
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Happily, Retired and Socially Active...
As a Retirement Income Certified Planner most of my clients are happily retired, or actively pondering their retirement lifestyle. Their pre and post retirement lifestyle in a nutshell. Common lifestyle traits 1. Enjoy a reasonable...
Read MoreYour road to retirement
When it comes to retirement, everyone has a different vision. But the path there is the same: you work, you save, and hopefully at some point you’ve saved enough that you can stop working and do something else. How much work...
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