Blog

Women in the US today are better educated and have more opportunities than their mothers and grandmothers.  But even though women have more opportunities than in the past, they face obstacles that can impact their potential for retirement savings.  Lower pay than male...

Much is being said regarding the changes happening in the financial services industry right now.  You may have heard some news stories through the media regarding disclosure, compensation, and fiduciary responsibility.  Those that are already disclosing fees, advisor...

If you are currently receiving Social Security retirement benefits and it is a big part of your retirement income, congratulations! You are the second or possibly third generation that has benefited from what was initially an excellent plan for workers in our country....

Many of us have been a caregiver while we were raising children, now some of us are caring for a loved one out of necessity as the older family member is no longer able to care for themselves.  A recent 2017 Transamerica Center for Retirement Studies report indicates...

You may be considering investing in a vacation home as part of your retirement goals or just because you feel it's a good investment.  With real estate prices back to where they were pre-2008 in most of the US, those looking to add a vacation home to their portfolio...

Here we are in the last quarter of 2017!  Reviewing your retirement accounts is essential, but do you realize the benefits of evaluating at the end of the year? Fall tends to be a time many people start thinking about next year and what they want to accomplish.  The...