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Don’t Make These Retirement Mistakes

By Marketing | Dec 14, 2017

It’s easy to get overwhelmed just thinking about preparing for retirement. With so many variables to consider, it’s hard to know what you should do about developing a strategy for retirement income. If you’re having trouble wrapping your hands around what you should do, you might want to begin by focusing on what you shouldn’t…

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Market Insights – Market Reaction to High Employment for November

By Marketing | Dec 13, 2017

Employers added 228,000 jobs in November, 221,000 of them in the private sector. Both are nicely above their averages over the last six months, 164,000 headline and 162,000 private. Almost all the major sectors and subsectors were positive. Mining and logging was up 7,000 (slightly above the average for the last year); construction, 24,000 (well…

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Make Sure You’re Ready To Retire

By Marketing | Dec 13, 2017

Americans are living longer than ever before. That’s great news, right? Unfortunately, it also means your retirement savings have to last longer than you might have originally thought. Preparing for a retirement that could last 20, 30, even 40 years, may require you to think differently about how you approach retirement and generating income in…

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What Will Your Retirement Look Like

By Marketing | Dec 12, 2017

Do you know how far your savings and 401(k) will take you in retirement? Do you know what you want your retirement to look like? Have you thought about how or if you’ll be able to reconcile the two? If you answered no to any of those questions, you may benefit from our personalized retirement…

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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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