by Kay Dee Cole | Jan 18, 2024 | Retirement
Choosing a financial advisor can be a difficult decision. How do you know which firm is right for you? A quick Google search would tell you it’s as easy as 1, 2, 3 Outline your life goals Research the various types of advisory firms and decide which one makes sense...
by Kay Dee Cole | Nov 21, 2023 | Retirement
“Will Medicare exist in 10 years?” It’s a question that looms heavy in the minds of retirees and retirement-minded individuals across the country – and with good reason. Much like Social Security, many people are concerned about the future of Medicare – whether it...
by Kim Hall | Nov 8, 2023 | Financial Planning, Retirement
For a government program designed to help people feel more secure, few topics strike more panic in the hearts of retirement-minded people than the future of Social Security. Case in point: Earlier this year, we sent a survey to all of our clients asking them to name...
by Kim Hall | Nov 7, 2023 | Retirement
Creating a retirement plan is like making a pizza. You need dough, cheese, sauce and toppings, but you can use a variety of ingredients to create each element. There are millions of ways to make a pizza, but they all have the same goal of creating a delicious meal. ...
by Kay Dee Cole | Jul 12, 2023 | Retirement
Updated December 23, 2025 Retirement income is one of the most important pieces of your retirement plan – how else are you going to pay for all those trips to see your grandkids? All too often, taxes are an afterthought for retirees, which can take a large unexpected...
by Kim Hall | Apr 19, 2023 | Retirement
Inflation has been all over the news the last couple years. In 2021, the annual inflation rate was 7% – the highest it had been since 1981. In 2022, it dropped a little bit to 6.5% – still well above the average inflation rate of 3.8%. Now here we are kicking off Q2...
