People who are preparing for retirement or who are already in retirement tend to stress out about their housing costs. And rightfully so, because these are likely to be the largest costs you will have in retirement, especially if you still have a mortgage. In today’s blog post, I will be sharing 3 ways that you can reduce your housing costs, which should help to alleviate stress and provide for a more secure retirement.

Read more “Living Your Retirement: 3 Ways to Reduce Housing Costs”

In today’s video blog, you are going to learn 3 VERY SERIOUS life events that will significantly impact your personal finances. Trust me, you do not want to miss this short 2-minute video. And one last thing – it’s not what you think!!! 

Read more “(VIDEO) 3 Life Events That Impact Your Personal Finances”

While there are many reasons that a person would handle their own financial planning and investing, today I will share with you 3 sure fire signs you should hire a financial advisor.

Read more “3 Sure Fire Signs You Need to Hire a Financial Advisor”

Money is the cause of many divorces in our society. Those who end up getting remarried will naturally be apprehensive with their money and want to protect it. With that in mind, I will be sharing 4 tips for managing money in your second marriage so that you can be better prepared. Read more “4 Tips For Managing Money in Your Second Marriage”

We’ve had several clients unfortunately lose their spouses (some at a very early age) over the past few years. So today, I want share with you how we helped out in those difficult situations and how financial planning has benefitted them. 

Read more “How Financial Planning Helps You When Your Spouse Dies”

In today’s video blog, you’ll learn 3 reasons why an independent financial advisor is right for you. Additionally you’ll learn how an independent advisor differs from other types of advisors out there. Be sure to watch the short 2-minute video to the end so that you don’t miss out on your chance to “meet” our new intern, Patrick. 

Read more “(VIDEO) 3 Reasons an Independent Financial Advisor is Right For You”

Whether you are looking to add a 401k plan for your employees or you already have one in place, there are some important things to consider. In today’s blog post, you will learn about 4 questions that you need to answer when choosing a 401k plan for the first time or managing an existing one. Specifically, these questions revolve around your legal responsibility as a business owner, the fees within the 401k plan, the investment strategy being implemented, and the ease of use for employees.

Read more “4 Considerations When Choosing a 401k For Your Business”

It’s one thing to crunch the numbers and figure out whether or not you can retire, but it’s quite a different thing to look at the non-financial aspects of your retirement. 

In today’s blog post you will learn 5 very important, non-financial questions that you need to ask yourself prior to retiring. These include questions such as – Where will you live? How will you spend your time? How will you find fulfillment? What sort of legacy will you leave?

Read on to learn why focusing on these non-financial aspects can lead to a more satisfying retirement!

Read more “Why Retirement Planning Isn’t Just About the Money”

When we first begin working with clients, it’s very common to discover that they don’t have a Will or any estate planning documents at all. It’s not that they don’t think it’s important, but often times they just don’t know where to start or what to do.

If you happen to be one of those people, then don’t fret. Today I will be guiding you on the importance of getting your estate planning in order and why only having a Will can actually be dangerous.  

Read more “A Simple Guide to Wills and Estate Planning”

At first glance, when you read the title of this blog post, you would naturally think that you shouldn’t put all of your “investment” eggs in one basket. While this is true, the reality is that there is more to it than that. Many people invest a large majority of their “financial” eggs with their employer. Read on to learn why this is so dangerous and 5 strategies that you can use to protect yourself!

Read more “Don’t Put All Your Financial Eggs In One Basket”