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Greetings! I hope this finds you well and enjoying life. An increasing number of employees nearing retirement plan to work for at least some period of time during their retirement years. The obvious advantage of working during retirement is that you’ll be earning money and relying less on your retirement…

Greetings! I hope this finds you well and enjoying life. When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you’ll want to make sure you’ve considered your decision from every…

Greetings! I hope this finds you well and enjoying life. Are You Ready to Retire? The question is actually more complicated than it first appears because it demands consideration on two levels. First, there’s the emotional component. Are you ready to enter a new phase of life? Do you have…

Greetings! I hope this finds you well and enjoying life. In light of the recent activity in the market involving the sell off and recovery, I felt that the following information on retirement portfolio maintenance might be in order. Have you checked your retirement plan lately? It’s generally a good…

Greetings! I hope and trust that this finds you well and enjoying life. I’m sure that all eyes have been on the market this week so I felt the following might be useful. It’s likely that mainstream news will gravitate to headlines of ‘largest point drop in history’ in reference…

Greetings! I trust that this will find you well and enjoying life. When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you’ll want to make sure you’ve considered your decision…

Greetings! I hope and trust that this finds you well and enjoying life. In light of the fact that we are in the ninth year of the bull market and last years advances, I felt it might be useful for readers to consider the following information. How much risk can you…

January 9, 2018 Dear Client, Happy New Year! My goodness, what a happy “old” year it was! Stocks were up sharply both here and abroad, real estate and commodity securities turned in soundly positive numbers, even bonds had a positive (albeit modest) year. This was one of those years when…

Greetings! I hope and trust that this finds you well and enjoying life. I’ve found that as a financial planner I wear a lot of different hats. So I’m going to take the timely opportunity to ask you how you are coming along with your new years’ resolutions. I want…

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…