Apr 14, 2020 | Retirement
One of the questions clients ask quite often is “What records do I need to save?” While you certainly receive plenty of documents in the mail that you can toss, recycle or use for kindling, there are definitely a few that you need to hang onto. With that being said,... 
Mar 14, 2020 | Retirement
Often times, when talking to clients about their financial plan, I like to use some analogies. One of those is thinking about their financial and retirement plan in terms of a sturdy table. That may sound weird, but lets think about it for a second. A table comes in... 
Feb 14, 2020 | News, Retirement
As US Markets face their first real test of 2020, we are keeping an eye on China, specifically the development of the Wuhan Flu story. Make no mistake, this isn’t something to take lightly. Our government and governments around the world are coming up with... 
Jan 23, 2020 | News, Retirement
By now, you may have heard of the SECURE act, but my guess is your wondering, what does it really mean for me? Well, we’re here to help! What is the SECURE act? The SECURE act (Setting Every Community Up for Retirement Enhancement) is a bill that was passed by both... 
