Retirement Survival

November 13, 2018

2019 Tax Planning – Year-End Preparations

The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially ... Read More
September 24, 2018

6 Retirement Questions Government Employees Should Be Asking

Making the transition from the workforce to retirement can be demanding. After years in the public sector, you’re ready to settle into a more comfortable and leisurely lifestyle. As professional ...Read More
August 28, 2018

59 1/2 – Why Is This Age So Important?

You may have started kindergarten or 1st grade. The television show you're watching is interrupted by a special news bulletin. The date: November 22, 1963. Walter Cronkite makes the ...Read More
June 19, 2018

Don’t Panic

The sudden stock market drop of February 2018 took many investors by surprise. The U.S. Dow fell 7%. Other world markets also tumbled: Japan’s Nikkei by 4.7%; Hong Kong stocks, 5.1%; and London’s FTSE 100, nearly 2%. One day after the notorious plunge, the market surged 381 points, but by close of the same day, the increase had disappeared. Read More
June 6, 2018

4 Critical Social Security Facts

More than 67 million Americans (22% of the U.S. population) receive some form of Social Security. The public insurance has been laying the foundation for economic security for Americans for more than 80 years, providing help to retirees and others. Since the nation’s founding, its leaders have struggled with finding humane and sound economic approaches to helping the elderly, widows and orphans, and the less fortunate. It wasn’t until President Roosevelt signed the Social Security Act into law ... Read More
May 29, 2018

8 Timeless Principles of Investing – Updated

FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economic events, politics, interest rates - many factors can influence the performance of your investments.  Instead of worrying about events that are out of your hands, focus on optimizing what's in your control. Read More
May 17, 2018

Giving Back With Planned Philanthropy – Updated

Charity. It’s just a 3-syllable word, but it reaffirms the deeper side of the human heart: its innate desire to sacrifice for love’s sake, its selfless acts of improving the lives of others, its humble expressions of caring and compassion. This is where life ought to begin. We give away what we hold valuable. We relinquish our right to material gain for the sake of others. We exchange our good fortune for the benefit of the suffering, the hurting, the downcast. We give freely to build, to heal, to conquer. Read More
May 9, 2018

Unlocking the Treasures to Financial Wellness

Bearing the news about the nation’s financial and physical wellness isn’t always a welcome task. While finances and health may seem unrelated, the two are often closely intertwined, especially in the U.S.’s bustling, freeflowing marketplace where rising health-care costs sometimes take center stage. Read More
May 9, 2018

6 Important Financial Strategies For NextGens

Managing personal finances and investing provide many options for pursuing your wealth management goals by starting to address them in your 20s and 30s. We wrote this guide to help you navigate the vast world of investing and personal finance so that you may successfully build toward your financial future. Read More
May 9, 2018

9 Investment Pitfalls Tips – Updated

The financial markets reached record highs in 2017, reflecting a growing economy. Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. Read More
March 23, 2018

5 Retirement Mistakes Small-Business Owners Make

As a business owner, you face unique challenges and opportunities when building your financial future. This special report provides insights on mistakes to avoid and steps to take for building the retirement you desire-while managing your myriad responsibilities. Read More
March 19, 2018

Giving Back with Planned Philanthropy

Success in life is about more than amassing wealth. It is about the conscious legacy you leave behind for your loved ones, community and society. We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy. Read More
March 11, 2018
Peace of Mind Checklist

Peace of Mind Checklist

If you’re like most of us, your life has been recorded through a series of important legal documents. When major life events occur it can be difficult to find critical items. Organizing those items properly is a very wise use of your time. Read More
March 4, 2018
Women talking

Women and Investing – A Financial Guidebook for Women

Women investors face many challenges to building wealth and securing their financial futures. We developed this resource as a guidebook for women who are seeking perspectives on how to take control of their financial lives. Read More
February 23, 2018

Preparing For a Satisfying Retirement

Many Americans worry about saving enough for the future and may not understand how to fully take advantage of their employer-sponsored retirement plan. We created this special report to help you make the most of your saving and investing opportunities and help improve your prospects for a comfortable retirement. Read More
February 16, 2018

DON’T PANIC: 4 Level-Headed Strategies for Volatile Markets

When markets swing, it’s natural to worry about your investments and question your commitment to your strategy. As financial professionals, here is what we recommend you do when markets swing… Read More
February 8, 2018
5 Things Retirees should know about Social Security Benefits

5 Things Retirees Should Know About Social Security Benefits

For most Americans, Social Security will provide a significant portion of their income in retirement. One of the biggest mistakes today's retirees can make is to underestimate how important Social Security is to their retirement income strategies. Read More
February 4, 2018

6 Retirement Questions Government Employees Should Be Asking

As financial professionals who specialize in helping government employees transition from work to retirement, we understand that you may have questions about when and how you can retire. This special report addresses some common questions and presents some strategies to help you prepare for a more comfortable retirement. Read More
January 28, 2018

9 Investment Pitfalls

Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead. Read More
October 5, 2017

401(k) Action Steps to Take Now

Research shows the average American employee switches jobs 11 times before retiring. Job changes means many Americans have old 401(k) plans that may not be allocated properly to help to prepare them for retirement. Read More