Retirement Advisors wear many hats—life coach, business coach, financial therapist—though for the most part, we give our clients financial peace of mind.And when 92 percent of U.S. adults say that they’re happiest when their “financial house is in order,” it’s clear that choosing the right Retirement Advisor is key to a happy, satisfying retirement.But with

Read More

How much will I get from Social Security? When can I get it? When should I get it?These are usually the first questions that come to mind as you approach retirement. As a source of guaranteed income, Social Security is a vital part of any retirement plan—that much is clear. Unfortunately, claiming Social Security isn’t as simple

Read More

Here we are: December. This month means chilly weather, holiday cheer, and… the end of another tax year!Now is a great time to make some smart tax moves to help reduce your tax bill and increase your tax refund when you file. While that may not warm you as much as a mug of hot

Read More

When planning for retirement, we all understand the need to budget for healthcare costs. But how do you do it when you don’t have a way of predicting what will happen in 3, 6, or 9 months? For most pre-retirees and retirees, the answer is Medicare.But while traditional Medicare—Part A for hospitals, and Part B for

Read More