September 2022: Retirement-Ready?
Like too many big life stages, retirement arrives on the scene without an instructor's manual. No matter how much people may dream about retirement, the old adage holds true: "Failing to plan is planning to fail." Without a handy retirement [...]
August 2022: Understanding Annuities, Truth vs. Myth part 2
A tool isn't good or bad. It depends on how you use it. Annuities are one very misunderstood tool, in part perhaps because of their misuse. Annuities are a financial instrument that can have value when properly used. However, a [...]
July 2022: Understanding Annuities, Truth vs. Myth part 1
The world of finance is full of perceptions and misperceptions about annuities. As an overview, annuities are a broad category of financial instruments that is a good tool in certain situations. However, by lumping all annuities into one category, [...]
June 2022: Net Worth as a Financial Metric
“Net worth is the single most important financial metric one can track. It represents sum total of your entire current financial life, reduced to a number. It shows all current assets and liabilities; and the difference between these two numbers [...]
May 2022: Grad Gifts that Teach Good Financial Habits
With so many possibilities, what should you gift your child or grandchild as they graduate from college? The job market is uncertain, and many of our new graduates are carrying heavy weights of student debt. Here’s an article from Kiplinger [...]
April 2022: Pitfalls to Retirement
This month, we'll review some of the biggest, baddest pitfalls to having an amazing retirement. We all want a wonderful, worry-free retirement with enough money to achieve our life's goals, hopes and dreams™ for this new season. Retirement should be [...]
