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A focus on fee-based financial planning and wealth management for pre-retirees ages 50 and up

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The Latest from the Investor Education Center

708, 2017

Life Insurance – Do I have enough?

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Not a lot of people like to talk about life insurance, but one of the most important questions you should be asking yourself when you do talk about it is: Do I have enough? The [...]

2807, 2016

Teacher Retirement: How should teacher couples invest?

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Teaching America’s youth and trying to hold onto your sanity at the same time can be a struggle. Especially if both spouses have chosen the most thank-less career path, being an educator. A lot of [...]

1103, 2016

Getting on a budget: Where do I start?

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Getting on a budget is a great way to organize your financial picture. We recommend that all of our clients have some sort of budget in place before they start investing. But some that are [...]

1112, 2015

Five financial items you should consider before December 31st

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We’ve only got a few weeks left in 2015, and I’m sure you are looking for something else to stress about during the holiday season, besides those family members shacking up with you for a few weeks (yes you cousin Eddie).

So let’s look at a few financial to-do’s you might want to review with your financial advisor before the end of 2015.

3010, 2015

Should I invest in a Roth IRA?

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Should I invest in a Roth IRA? This is a common question we are asked when sitting down with investors and going over their investment options. A Roth IRA is an individual retirement account that allows you to contribute after-tax money to use for ....