Retirement Planning

The Gift That Gives...In More Ways Than One

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

I Don't Budget Because...

You’re not alone-whatever your excuse may be. It’s too time consuming, complicated, not sure how… Unfortunately, a budget is the very foundation for your entire life plan.

Money Doesn't Have to Be Complicated

Money oftentimes brings out the extreme in people. Let us help you make it simple today so you can live Life on purpose!

Will You Be Ready for Taxes During Retirement?

Don’t live by default—live Life on Purpose and remember that the young person you are today will be the only one to take care of the old person you will be some day. Every year you wait is another year you put yourself at risk. Start planning today!

Health Savings Account - The Best Kept Secret

Since health savings accounts (HSAs) became available in 2004, we have found that very few people really understand their power.

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Creating Financial Windfalls

Would You Like a Financial Windfall? We all would! The good news is you can create one. Remember...Watch your pennies and your dollars will be there.

Understanding Medicare

It is not an easy feat to understand all the aspects of Medicare, much less choosing the plan that is right for you. And unfortunately, we cannot sum up in one article - or even two - how to choose the right plan for you. This is a task that really needs to be coordinated with your entire life plan. But what we can do is help you understand the system so that the task is not so daunting.

Rejuvenation in June

Hall of Fame Dallas Cowboy Roger Staubach one said: "There are no traffic jams along the extra mile." Are you up for the Greatness Challenge? Check out this week's episode to find out more info.

The Responsibility Club

With around 80 million Baby Boomers in retirement or entering retirement, it doesn’t matter if you are one of them or part of Generation X, you might not be able to obtain the same pensions and government benefits your parents enjoyed, thereby placing a much larger burden on your own children and bringing them into the same club.

Is Your Retirement Portfolio Built to Last?

The only guarantee is that there are no guarantees in life. When you retire there is no guarantee what the next three years will be. And, if you are retired, there is no guarantee what the next three years will be. The key is to plan for just this.

Did You Miss This in Your Retirement Plan?

Have you considered your marital status during retirement – and its financial and social impact on you? According to the US Census Bureau, 42.4% of people over age 65 were single in 2015 and 1 in 4 of those was a widow or a widower. So whether you are already single or believe you will never be single - this is for you.