Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at...

The US Department of Labor estimates that more than 20% of Americans never save any part of their annual income. The no-savings lifestyle...

Wow, a month ago we had barely heard the word “coronavirus”, and now we are feeling its effects in the financial markets. We all know the...

Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...

The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...

There’s so much talk in TV commercials about helping retirees “reach their goals,” followed by images of a couple holding hands on a...

I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...

Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...