This Is About Education…

We have created the learning center as an educational resource.  It is here to help you gather information so you can make better decisions about your own retirement.  There are guides you can download.  And, there is an extensive video library.

It is divided into two sections.  The first covers Social Security.  The other covers other general retirement topics.

And, if you need to speak to an experienced, credentialed advisor about your situation, you can do that too.

Social Security

This section is dedicated to Social Security retirement benefits.  We cover the basics and lay the foundations to help you better understand and evaluate your decision.

Retirement Planning

This section covers other aspects of retirement planning.  Topics in this section include generating income from your nest egg, investing in retirement and estate planning.

How Much Risk is Too Much Risk?

How much risk can you tolerate?  Would you be uncomfortable if your portfolio was down 10% in the next six months?  What about 20% or more?  Our 5-minute risk assessment questionnaire (powered by Riskalyze) will help you identify your appetite for risk and reward.  Then we can take a look at your accounts to see if your investments align with the results.

Emergency Fund Part 2

Why is it important to have an emergency fund? In our last video, we discussed how you can start or improve your savings habits to build an emergency fund.  Today we will talk about why it’s important.  An Emergency fund can protect  your most important assets, li read...
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Emergency Fund – Part 1: How to Get Started

Did you hear about the Government Shutdown?  Some 800,000 government workers didn’t get paid for a little over a month.  Have you stopped to consider how you would pay your bills if you didn’t get paid for a month?  What about 3 months?  Do you have an emerg read...
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What Happens Next?

Last year was the first negative year (calendar year at least) in the US Stock market since 2008.  Are we in for a rebound or are we in for continued struggles? Most people are wondering what happens next.  We’ll look at some historical data to see if it offers...
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Updating the Asset Allocation Quilt for 2018

Some years stocks go up.  And every now and then stocks go down.  And  one of the best ways we have found to help visualize how various types of investments behave is by using the asset allocation quilt.  Each major asset class is assigned a color, and each year, the...
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Emergency Fund Part 2

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Emergency Fund – Part 1: How to Get Started

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What Happens Next?

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Updating the Asset Allocation Quilt for 2018

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Are You Ready To Retire? Let's find out

There is one way to find out if you are ready to retire.  Schedule a time to discuss your unique situation with our team of experienced advisors.

  • 1 Hour Session dedicated to listening, educating, and planning.
  • Realistic, practical, and objective advice to help you plan for what lies ahead.
  • Covers topics like generating income from your nest egg, Social Security, investing, and more.