• October 5, 2024
• Retirement

RSVP for October 8th Lunch & Learn: Medicare 101 with Jason Mackey Email us to RSVP: [email protected] FREE

• September 10, 2020
• PlanningRetirement

What makes the Golden Years golden. Well, it’s certainly not the wording! For photographers the “golden” hour takes place usually around...

• August 14, 2020
• Covid-19PlanningRetirement

The best time to plant a tree is 20 years ago; the second best time is now! So, now each one...

• May 20, 2020
• PlanningRetirementUncategorized

By Cokie Bernyi The answer to the above question is — probably not successfully. Or at least not as well as...

• February 5, 2020
• PlanningRetirementUncategorized

We actually have groundhogs in the south; and because we just saw the appearance of Po Phil, I was thinking about...

• January 30, 2020
• PlanningRetirement

For years, I have trained to climb the tallest mountains in the world. Recently, I climbed Mt. Kilimanjaro, and this May,...

• December 6, 2019
• 401kRetirement

I wish I had enough time and space here to write fully about retirement. Today, more and more people are thinking...

• May 9, 2018
• MarketsRetirementUncategorizedWeekly Update

Domestic indexes posted strong results on Friday, May 4, as the latest labor report data lessened investors’ concerns about inflation and...

• August 25, 2016
• 401kFiduciary DutyRetirement

Did you know that if you’re not careful, 21% of your retirement nest egg will be forfeited to excessive fees and...

• January 22, 2015
• RetirementVariable Annuities

2015 is the Chinese year of the Goat – I’ve decided that I’ll just make it the year of the “G’s.” That’s...