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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
March 2022: Components of Financial Planning
A comprehensive financial plan needs to be more than just investments. In this month's Facebook SERIES, we'll give you a quick overview of the [...]
February 2022: Speaking the Same Financial Language as Your Spouse
Ever think you and your spouse are speaking different languages when it comes to financial goals, planning, and spending? We spend/save/invest/ and plan based [...]
January 2022 -New Year’s Savings / New Habits
This year, why not plan so when summer rolls around you're ready for a much-deserved rest. Take a look as our very own Len Hayduchok [...]
December 2021 – Annuities 101
Annuities are a tool. Misunderstanding around annuities has been a common theme as we work with individuals and rub elbows with other advisors. As any [...]
November 2021 – Tips to Neutralize Risk in Retirement
What if I end up in a nursing home later in life? Will I be able to afford my basic expenses, if my spouse passes [...]
