How Do You Plan and Save for Retirement?

August 16, 2017

Saving for retirement and spending what you save: How do you know when one stops and the other starts? There will come a point in your life when you stop saving and start spending your retirement. When is that point? This is one of the biggest questions we get asked and can be one of the biggest decisions in your life. Knowing when to leave the work force and enter the retired life is extremely difficult. It’s the “what if’s” and unknown that stop people from spending their retirement, but the good news is you can plan for that!Read More >>

Taxes and Your Retirement

July 25, 2017

At his Hollywood height, President Reagan was making $400,000 per movie. In 1981 the Washing Post quoted President Reagan saying he would only make two movies per year because of the 90% tax bracket. This is when taxes became an important issue to him. Although we don’t pay a 90% tax bracket, do we have it any better?Read More >>

A racer representing the retirement age financial plan marathon.

Race to Retirement

June 27, 2017

One of the biggest races in America is the Kentucky Derby. People from all around the country gather to watch the nation’s strongest horses compete. Just like the Kentucky Derby, your retirement is one big race… only your competing against yourself.Read More >>

Planning for Retirement: April 2017 Recap

May 7, 2017

Planning for Retirement: It’s Never Too Late

The number one question people ask me when they sit down for a meeting is: “How do I compare to your other clients?” People want to know if they are on track for retirement, and if they are in the top 10% for probability of success. Read More >>

Three Questions You Need to Ask When Looking for a Financial Advisor

November 12, 2016

It’s the season of choices in America. While the leaders we have chosen will impact the future of our country, there’s an even more important decision to be made—a decision that will impact the future of your hard-earned savings: your financial advisor. While Americans spend more than a year engrossed in political choices, they don’t spend nearly enough time looking for a financial advisor. In fact, Americans on average spend more time looking for a car than they do when they look for a financial advisor. Often, they don’t even ask the questions that matter most.

Retired lady sitting on bench thinking about life insurance.

Limit Your Taxes

October 31, 2016

The tax system in America is extremely complex, and rewards certain demographics more than others. As financial advisors, we often see middle class citizens paying a higher percentage of taxes than billionaires because of these loopholes and benefits that are geared toward benefitting the very wealthy.


Time to Spend

October 14, 2016

Post Retirement Financial Planning

We talk a lot about preparing for retirement on this blog, especially those crucial ten years before your retirement
date. In this post, we’ll take a turn: what to do with your money after you retire. As of 2015, half of Americans
don’t have a withdrawal plan—or, as we like to call it, a spending plan—for their retirement.


Fall leaves representing retirement security finance.

Retirement Checkup

October 10, 2016

New Financial Start

Fall is the perfect time for a new start. The kids are back in school, the weather gets cooler, and it feels like
the world gets back to work after a leisurely summer vacation.


Clasped hands representing comfortable financial planning.

Too Early to Start Planning Your Retirement?

September 24, 2016

Planning for Life

What will your life be like 30 years from now? Are you living in the same house?
Do you have the job you always wanted? Are you retired from your job and spending leisurely time with your family?
You can’t really know what your life will look like so far in advance. Life brings so many unknowns.


A leaf on the beach relax with a retirement age financial plan.

11 Steps to a Stress Free Retirement

September 17, 2016

Retirement Savings

Saving for retirement isn’t easy. In fact, about half of all Americans do not have even one penny set aside for their Golden Years. Many people have developed irresponsible spending habits, and now don’t have the confidence to even know where to start saving—even with retirement fast approaching.