Certain financial & lifestyle choices may lead you toward a better future

The five phases of life after 50 & the considerations that accompany them.

Retirement income may come from a variety of sources.

Not everyone retires the same way – or at the same pace.

Examining a long-held retirement planning assumption.

You will want to replace your income; you will also want to stay socially engaged.

A look at grants, scholarships, 529 plans, and other methods.

You can plan to meet the costs through a variety of methods.

Federal law says you can, but you may want to think twice about it.

The same way you need a dashboard in your car to get to your next destination, you need a financial dashboard to get to your next financial level.

Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.

What should you know? What should your executor know?

What steps should you take?

Cybercrime has reached a new level.

You don’t need to be wealthy to make an impact and get a win-win.

Start your “second act” with inadequate assets, and your vision of the future may be revised.

To find out, look closely at two factors.

Why are they made again and again?