Are You Making the Necessary Plans for Inflation?

August 22, 2019

When plugging in the numbers for what you need in retirement, one thing that is often overlooked is inflation. Is it part of your financial plan? Because like it or not, inflation will happen.

Financial Planning for a Long Life in Retirement

August 15, 2019

People are living longer these days, so how does that factor into your retirement plan? Not only should you consider how to live healthily and happily, but think about how you will financially sustain your lifestyle into yours 90s⁠—or even past 100!

What the Fed Cutting Interest Rates Means for You

August 8, 2019

The Federal Reserve recently cut interest rates for the first time in over a decade and it comes as no surprise that the news has been in the headlines. Should we be concerned about this decision and what it means for the economy? This is also a reminder that we should always be planning to outpace inflation and we’ll talk about that as well.


Do You Know What’s In Your Portfolio?

July 25, 2019

Along the path retirement, we all make investments based on a variety of opinions and information we receive, but how often do we go back and reassess? Not doing so can cost you. Today we use a quote from Shaq and an analogy from Washington D.C. to explain the importance of understanding your investments.