Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.
"I’m 67 years old and looking to retire in 3 years at age 70. I wanted you thoughts on refinancing our home. Our current mortgage is $836 per month @… Read Article
“I have a 401(k) at work that’s not doing anything for me. I don’t know what to do with it. I would like to retire some day before I die.”… Read Article
This year’s stock market roller coaster seems even worse than 2008. It has my husband and I worried that we will need all of our savings to live and have… Read Article
"I’m at least 18 years from retirement. Should I be working with a financial advisor now or would they think it was a waste of their time until I get closer?"… Read Article
"I am 79 and widowed. Since I lost my husband six years ago I have been working with the financial advisor he picked for us when he was alive. I wasn’t sure… Read Article
"My husband and I invested a good sized chunk of our savings in two annuities in 2009. Both of these annuities have a benefit that pays us an income for as… Read Article
"My husband and I are retired and both age 77. We were both school teachers so we have our pensions and our social security. These cover our expenses and then some every… Read Article
https://youtu.be/WnambHWO3iI "My husband and I are 4 years from retirement and have saved diligently. When should we start thinking about moving our investments into annuities? Is it better to do… Read Article
https://youtu.be/s6TbpfEOPVE "My wife is retired and I'm close to retiring in the next year. What advice would you have if our intention is not to leave a legacy? We have… Read Article
https://youtu.be/64u8iT788Ao "Last year I rolled a qualified annuity (IRA) into a new annuity that I thought had better features. Since the funds were rolled over, they're not taxable, but I… Read Article
