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Tuesday, September 7, 2021

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...

Wednesday, September 1, 2021

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...

Wednesday, September 1, 2021

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...

Monday, August 16, 2021

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...

Sunday, August 1, 2021

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...

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Monday, July 26, 2021

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...

Friday, July 2, 2021

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...

Wednesday, November 25, 2020

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...

Sunday, October 4, 2020

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...

Tuesday, September 8, 2020

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...

Thursday, August 27, 2020

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...

Thursday, June 18, 2020

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...

Wednesday, May 27, 2020

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...