Weekly Economic Update for April 1, 2019

What Is Financial Planning?

Peggy called me one afternoon to ask me if she could afford to buy a new car. I told her she could buy two. I knew this because we had just completed a financial plan for her and her husband.  Buying a new car, let alone two, wouldn’t make a dent in their financial situation. Twenty-five plus years later her plan is still bearing fruit.

Women And Finances - How to Build A Strong Financial Foundation

Women are stepping up their games in all areas of life. They are being more outspoken than ever when it comes to the creation of change—for the better. They are building networks and combining efforts like never before. And, they are breaking records.

Morning Market Review March 29, 2019

Morning Market Review March 29, 2019.png

Morning Market Review March 29, 2019

Morning Market Review March 29, 2019.png

Be Ready For Retirement When You Reach Your Magic Age

Retirement means different things to different people. Perhaps you may be transitioning from a full-time career to part-time work. Or maybe you have plans to spend more time with family, travel the world, or hit the golf course with more frequency. Point is, you need to outline what a happy and fulfilling retirement looks like for you…and everybody is different!

Energy Prices and Trends

Ask about Social Security

On March 19th we hosted one of our regular lunch and learn events. The topic was Social Security. It usually draws a good crowd relative to others, but even I was surprised by how many people attended. The room was full with roughly 50 attendees. 

Start Saving for Retirement Today

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.


Social Security benefits include monthly retirement, survivor, and disability benefits; they do not include Supplemental Security Income (SSI) payments, which are not taxable.

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