Few of us had heard the phrase “social distancing” at the beginning of the year. Maintaining safe, hygienic spaces that help limit the spread of the coronavirus is now a…
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We Plan For A Reason: Stay Focused On Your Financial Plan
We’re still in the process of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, we can see events that…
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Message To Our Clients About COVID-19
As you know, the Coronavirus (COVID-19) has had a significant impact on both our personal and professional lives. We wanted to take the opportunity to reach out to our clients…
Current Market Volatility: A Brief Update
We want to take a moment here and update you on our thoughts related to the coronavirus and its impact on the financial markets, and, ultimately, on your personal financial…
Don’t Let a Hacker Steal Your Data And Benefit from Your Hard Work
We spend so much of our lives online that protecting our digital selves is now as important as protecting any other asset. Cybercriminals continue to find more devious and more…
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Focus on What You Can Control to Improve Your Financial Well-Being
Amid 2020 financial predictions and new laws, you may be wondering if anything is under your control. The Setting Every Community Up for Retirement Enhancement (SECURE) Act that was signed…
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What’s It Like to Retire Without a Partner?
The holiday season has come and gone. It was the time of year when every red-and-green light display and jingling bell reminded Janice Boss that she is, for the most…
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Tackling Your New Year’s Resolutions? Don’t Forget About Your Finances!
It’s the beginning of a new year, and many of us make resolutions to improve our lives and make changes. Eat healthier, lose weight, cut down on alcohol — you…
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Housing in Later Life: Making the Right Choice
It’s never too early to think about housing in later life. To help you start taking action, think about the image you have of your future self. The ideal situation…
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Add Adventure to Your Retirement with Non-Traditional Travel Options
According to AARP, baby boomers expected to take four to five trips during 2019. Retired boomers who plan to travel more might even exceed that pace once they’re no longer…
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