“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.
Educational Articles
February 13th is Galentine’s Day, the unofficial holiday for women celebrating women, “ladies celebrating ladies.” – Leslie Knope, Parks and Recreation. Whether this Wednesday includes a get together with friends over some waffles and conversation, or simply being in the office […]
It is almost time to think about goals for the new year! This is when New Year’s resolutions are made with the best intentions of creating better habits and improving life in its next chapter! According to a 2015 ComRes […]
This is the last installment of “Nerdvember” and I wanted it to be as comprehensive and educational as possible. Today I want to share some not-so-well-known information about beating the stock market. I know – that sounds super gimmicky – […]
In the wake of the midterm elections, the Social Security Administration announced some new changes to the Social Security program effective January 1, 2019. Read on to learn a little about what you can expect: Employees are currently required to […]
“We aren’t taking initiative because we are counting on fear as a reason to keep from doing things.” – Caroline Paul, author of “The Gutsy Girl: Escapades for Your Life of Epic Adventure.” While Caroline wasn’t necessarily talking about women […]
In case you missed it, 2018 was the first year that the U.S. military introduced its new retirement program called the Blended Retirement System or BRS. This has already impacted thousands and will continue to encourage additional retirement savings for […]
On Friday, August 31, 2018, President Trump signed an executive order which aims to make it easier for small businesses to join together and provide their employees with retirement plans. The order also directed the Labor and Treasury department to […]
Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep getting better. However, there are questions I hear from clients and prospective clients that are relatively […]
It seems as though there is a “National Day” for just about everything. Obviously, there is Mother’s Day, which everyone knows. You also have some interesting “official” days such as National Lighthouse Day, National Happiness Day, or even National Donut […]
