Category: Uncategorized

Greetings! I trust that this will find you well and enjoying life. Here we are once again, income tax filing deadline time of the year unless of course you file an extension. I want to challenge you to ask yourself if you are doing everything that you can to minimize your…

Greetings! I trust that this finds you well and enjoying life. I want to pose a question. What does your retirement income plan look like? Do you have one? Accumulating a reasonable level of assets for retirement and the strategy involved in that is certainly a necessary endeavor. However, structuring…

Greetings! I hope and trust that this finds you well and enjoying life. Many Americans realize how important it is to save for retirement, but knowing exactly how much you need to save to be secure is another matter entirely. Everyone’s situation is unique and it’s sometimes challenging to determine…

Greetings! I trust that this will find you well and enjoying life. Every week here we focus on financial health, most often financial health as it relates to retirement. For a change let’s consider physical health as we begin a new year. A new year is an excellent opportunity to…

Greetings. I trust that this will find you well and in good spirits! Christmas, what a wonderful time of the year! Family is so important to Christmas. I hope you have an opportunity to experience your loved ones at this time of the year and become renewed through it. Giving is…

Greetings! I trust that this will find you well and in good spirits. I can’t emphasize strongly enough the importance of you keeping up with current financial affairs to a certain degree. Over time by staying in tune with the ebb and flow of the economy and the markets, you will…

Greetings! I hope that this finds you well and in good spirits! There is an enormous amount of research that points to the fact that we all have a chance to live longer in retirement than we anticipated. I saw a statistic recently that reported that all known medical information doubles…

Greetings! I trust that this finds you well and enjoying life. Before you retire, take the time to figure out just how much money you’ll need for retirement. One of the biggest concerns for retirees is whether their retirement savings will last the rest of their lives, will they run out…

Greetings! I trust that this will find you well and enjoying life. My favorite time of the year, duck season and oh yes of course the holidays! But seriously folks it’s the holidays, the best time of the year for a lot of reasons. Thanksgiving as a prominent nationally celebrated holiday second…

Greetings! I trust that this will find you well and enjoying life. Experiencing meaning, purpose, and happiness in retirement won’t happen unless you make it happen. Advanced planning on how you will spend your time and energy is as important as the financial planning you do as you approach the big…