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.

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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Checking Our Crystal Ball

It is the time of year when we financial advisors look into our crystal ball and try to see what is going to happen next year.  If the big Investment Banks and brokerage firms can do it, why can’t we? Click on the video to watch.   As luck...
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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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Updating the Asset Allocation Quilt for 2018

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Read More

Checking Our Crystal Ball

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Read More
Scoreboard

Scoreboard Watching: December 2018

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Read More

5 Good Minutes: 2019 Updates

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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.