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.

Scoreboard

Scoreboard Watching: December 2018

The Dow Jones Industrial Average acts as a scoreboard for investors.  It provides an easy way for investors to tell whether the market has had a good or bad day.  But from time to time, investors need to recalibrate what those big moves mean.  After all, a 100 point...
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5 Good Minutes: 2019 Updates

2019 Updates: Cost of Living Adjustments, Increased Contribution Limits and More There are several important changes which can impact your retirement.  Today’s episode of 5 Good Minutes will focus on the 2019 updates to: Social Security Benefits Medicare Part B Pr read...
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Extreme Volatility

Extreme Volatility Returns: October 2018

October was a difficult month for investors.  Both stocks and bonds declined during the month.  We also saw a return of extreme volatility in October.  Join us as we discuss how the investment markets performed last month. Extreme volatility returned in October after a read...
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Podcast: Preventing Elder Financial Abuse

Elder financial abuse is a growing problem in America.  There are some steps you can take to prevent people from taking advantage of you.  In this episode of Your Money: One on One we talk about some of the things you can do to protest yourself. Our guest is Jonathan De...
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Scoreboard

Scoreboard Watching: December 2018

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Read More

5 Good Minutes: 2019 Updates

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Read More
Extreme Volatility

Extreme Volatility Returns: October 2018

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Read More

Podcast: Preventing Elder Financial Abuse

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Read More

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.