As you enter the home stretch of your career before retirement, perhaps in your 50s or early 60s, it’s normal to feel a bit of anxiety. You might
A Small Change to Achieve Big Results
In our work as retirement planning professionals, we make our clients’ dreams a central focus of our work. After all, how much money you accumulate
A Different Way to Look at Retirement Planning
One of the most common questions we hear, with regard to retirement planning, is “How much money do I need to save?” We can certainly understand why
What We Can Still Learn From the Great Depression
After a massive stock market crash in 1929, the entire world struggled through the Great Depression for roughly ten years. While we have experienced a
4 Reasons to Guard Your Social Security Number
You already know that safeguarding your Social Security number can prevent identity theft, but you might be wondering exactly what hackers and con
The IRS Can Seize Your Tax Refund If…
Like millions of Americans, you might anxiously await your tax refund each spring. Perhaps you're saving for a major purchase, or you're going to be
How Safe is Online Banking?
Way back in 1798, three men accomplished the first known bank robbery. A porter named Thomas Cunningham stayed at the Bank of Pennsylvania after his
The Surprising Pitfalls of Accumulating Wealth
Accumulating wealth is always a great thing, right? Well, mostly. Obviously we want you to enjoy financial security and a long, healthy retirement.
How Prepared Are You?
In the financial planning world, we tend to focus heavily on preparing for retirement. But of course, there are other aspects to creating a healthy