How to Remain Financially Empowered During a Hurricane

September 6, 2017 | posted in: Blog, Financial Insights | by

To remain financially empowered following potential hurricane damage, implement these three planning steps: Review and Update | Gather and Organize | Protect

What, me work? I just retired!

August 8, 2017 | posted in: Blog, Financial Insights | by

Working part time in retirement offers more than just extra income.
Opportunities for socializing, and exercise are among seven reasons why you might want to keep on working! Read more from U.S. News & World Report‘s Emily Brandon here.

Are Your Beliefs Blocking Your Financial Success?

July 20, 2017 | posted in: Blog, Financial Insights | by

Our biases and emotions can block investment success, but financial advisors can help.
By uncovering the behavioral biases that might affect our financial decisions, we may have a better chance of meeting long-term goals. Read more about six common barriers to investment success, from Franklin Templeton, here.

What You Need to Know About Retirement, At Every Age

July 12, 2017 | posted in: Blog, Financial Insights | by

Are you dreaming of retiring, someday, with your desired lifestyle? There are crucial steps for every age to help you make those dreams come true! Click here to read more from NBC News’ Kelsey Butler.

6 ways to fraud-proof your retirement savings

July 3, 2017 | posted in: Blog, Financial Insights | by

You’ve worked hard for your retirement savings – don’t be defrauded out of them!
According to Steve Vernon, “Fraudsters target people of all ages, but older adults with retirement savings are particularly lucrative targets. And the consequences of fraud and exploitation can have a devastating impact on older adults who depend on their retirement savings after they leave the workforce.”  Read more about the issue, and the solutions, to safeguard your savings.

Congratulations on Your Retirement…Now, Don’t Go Broke!

May 11, 2017 | posted in: Blog, Financial Insights | by

Being newly retired is definitely a reason to celebrate — and spend — some of the hard-earned money you’ve saved over the years.
Yet with Americans living longer, experts say you need to plan for a retirement that could last 30 years or more. Add in ever-rising medical costs, mostly stagnant Social Security checks and all of a sudden that pile of cash doesn’t look so big. Authors Katie Young and Sharon Epperson lay out some rookie mistakes to avoid so that you don’t run out of money iin retirement. Click here to read the full article and view the video from CNBC.