Many people enter retirement without a plan. The coble together many types of investments, CD's and annuities, without trusting one advisor group to handle ALL of their plans. This causes errors, loss, excess taxation, and many run out of money. You need one specialist. One quarter-back. One dream team....
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Getting Help from a Financial Professional
Are you suddenly on your own or forced to assume greater responsibility for your financial future? Unsure about whether you’re on the right track with your savings and investments? Finding yourself with new responsibilities, such as the care of a child or an aging parent? Facing other life events,...
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Social Security Retirement Income Beneficiaries, by Gender
Source: Social Security Administration, Office of the Chief Actuary, Benefits in Current Payment Status, June 2016 ...
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Eleven Ways to Help Yourself Stay Sane in a Crazy Market
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty...
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What is dollar cost averaging and how do I know if it’s right for me?
Dollar cost averaging is a method of accumulating assets by purchasing a fixed dollar amount of securities, at regularly scheduled intervals, over a period of time (for example, $100 per month over the next five years). When the price of the securities is high, your fixed dollar amount will...
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