Looking to fill your newfound free time with something meaningful? Discover how setting fitness goals can help you stay active and energized in retirement.
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1 in 5 Americans have inactive 401(k)s with an average balance of $56,616, according to a May 2023 study by Capitalize, a financial technology company.
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Important Birthdays Over 50 for Financial Planning and Benefits
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As financial advisors, we often hear these questions asked by clients throughout their financial journey.
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Recessions are a normal occurrence. While not pleasant, you should statistically expect one about every six years. So, what can you do?
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Medicare open enrollment takes place every year from October 15th to December 7th. What does that mean for you?
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"I make myself rich by making my wants few." -Henry David Thoreau
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"What's your number?" Should we rely on retirement calculators and general rules to determine retirement capital needs?
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By Jeff Bernier
Are you aware of the changes to the retirement plan required minimum distribution rules contained in the CARES Act? Do you have questions on
By Jeff Bernier
Last week, I turned off my computer, turned off my cell phone, and headed out for a Desert Day. It’s the time when, once every quarter, I take
By Mona Fahmy, CFS, AIF
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I’m not a marriage counselor or a psychologist, but boy, have I witnessed a lot of conflict among couples! As a financial planner, I’ve
By Jeff Bernier
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Optimism. Just saying the word itself can make you feel better. When it comes to aging—and aging well—optimism is key, impacting how you feel
