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Retirement Income Plans: Not Just For The Wealthy

By Marketing | Dec 12, 2017

Setting money aside for retirement isn’t just important; it’s a crucial part of ensuring you’ll be taken care of when you’re no longer working. But saving money without a plan for how you’ll make that money last can cause some headaches and confusion when it comes time to turn your savings into retirement income. Regardless…

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Plan Now So You Won’t Have To Later

By Marketing | Dec 11, 2017

Having every bit of your future planned out for you may not be your cup of tea, but don’t let that keep you from pursuing a retirement income strategy. Having a plan for your retirement doesn’t necessarily mean you’re setting in stone what the next 30 to 40 years of your life will look like.…

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Saving For Retirement — It’s Only The Beginning

By Marketing | Dec 11, 2017

Putting away a consistent amount of money every month is an excellent way to build a retirement nest egg, but did you know that’s not all you need to do? There are a lot of misconceptions out there when it comes to preparing for retirement, and one of them is that the act of simply…

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Connecting the Dots – A Young Cancer Survivor, World Class Research, and an Opportunity

By Marketing | Nov 7, 2017

Kaitlyn Johnson is becoming a local name for her enthusiasm, perspective on life, and for her story.  Kaitlyn Johnson was diagnosed with Acute Lymphoblastic Leukemia (ALL) at only eighteen months old.  Through the very beginnings of her life she was met with challenges that even adults have a hard time truly wrapping their head around. …

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What Type of Investor Are You?

By Marketing | Oct 25, 2017

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the forces of biology and society.1 So when it comes to managing your finances, the debate isn’t about nature versus nurture; it’s both. For example, consider two siblings raised…

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IRS News to Know

By Marketing | Oct 17, 2017

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t trigger additional taxes or penalties later on.   We can…

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Hello world!

By Marketing | Sep 12, 2017

Welcome to WordPress. This is your first post. Edit or delete it, then start writing!

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Retirement Plan Fees: Know What You Are Paying

By Marketing | Sep 7, 2017

Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to have, you always should pay attention to the fees involved in your plan. Your plan provider charges various fees to invest, manage and administer the plan, and those fees are passed on to…

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Potential Reasons to Put the Retirement Countdown on Hold

By Marketing | Aug 29, 2017

Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled. During the industrial age, more people worked jobs requiring manual labor that were hard on the body.   By mid-century, many rank-and-file workers could look forward to a pension waiting for them upon retirement.…

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