At the start of a new year, it often feels natural to go into planning mode and make sure your financial house is in order.

Happy New Year! Thanks for allowing us to serve you in 2020 and we plan to go higher in 2021!   Happy Birthday Shateka! I took

As you know, planning for the future and keeping your finances on track require regular vigilance and fine-tuning. But when life gets busy, it’s surprisingly

One part of planning your legacy and making your wishes known involves doing some digital and physical organizing. Do you have all your key legal

When should you start receiving your Social Security benefits and how they will factor into your overall retirement situation? These are two of the biggest

Without expenses like travel and dining out, many people have spent less and saved more over the last few months. Others are experiencing a sudden

No one wants to think about examining and dividing their finances, but divorce happens. In particular, an increase in “grey divorce” (divorce involving couples over

Life insurance can potentially protect and even increase generational wealth in ways many people don’t know about. Have you taken a look at the various

It can sometimes feel awkward or challenging to talk about money and the future, especially with your children. But if you want to help minimize

Homeowners may choose to downsize for a variety of reasons. Maybe you’re tired of maintaining an older home, maybe you don’t need as much space

If you have a 401(k), 403(b) or 457 plan, you may be losing money to overpriced investments and hidden costs. The good news? If you

You’ve worked hard to save for your retirement. You’ve also carefully built a plan for managing your savings before and after you leave the workforce.

Life doesn’t always go as planned, and if you’re currently navigating a new set of circumstances that has led you to consider an earlier retirement,