The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and some assistance from a qualified professional, you can ensure that you are ready to retire when the day comes. Your preparation can be broken down into five phases, with each […]

Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now

New Year’s Financial Resolutions Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help you get your money situation on track. While making your list of resolutions is pretty simple, sticking to your plan and achieving your goals is easier […]

5 Mistakes on Your Way to Retirement

Retirement is specific to each person’s situation, but it’s common to see retirees making the same mistakes. Here are five of them: 1. Confusing retirement eligibility with retirement ability The numbers matter. Many times, when people have reached a certain age or met a years-of-service requirement, they are not really in a position to afford full retirement. The most important […]

3 Reasons Why Robots Won’t Replace Financial Advisors


Can computer algorithms replace human financial advisors? Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors? Robo-advisors are less expensive than traditional advisors—but their low, up-front price comes with a loss in quality. Robo-advisors lack an irreplaceable human element, which prevents them from […]

Top 5 Apps to Save You Money

Top 5 apps to save money

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx of unique and intuitive apps, there is no better time in history to take advantage of finance-related technology. We’ve rounded up our favorite apps to help calculate budgets, curb overspending […]

Don’t Miss These 7 End-of-Year Financial Planning Tips

Financial Planning Tips The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating, budgeting, and planning your finances is not a static activity, but rather endeavors that need attention on a regular basis in order to be successful. With a […]

Retirement Savings Tips: From Your 20s to Your 60s

Saving for retirement

Retirement Savings Tips Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to saving for retirement, most Americans invest and manage those savings for six decades or longer. It’s important to consider how your resources and risk tolerance change as […]

There’s More to Retirement than Just Numbers

Emotional Aspects of Retirement Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep […]

20 Big Mistakes for Those Approaching Retirement

Retirement Mistakes

Not saving enough. 5 to 10 percent is not enough. Double it – today. If you’re over the age of 50 your target should be 20 percent or more. Retiring too early. Life expectancy is on the rise. It’s a risk to your retirement. You could spend 30 years or more in this stage of […]

The One Thing

What's Most Important

Curly’s Advice: The “One Thing” “The one thing” is a reference to a line in the movie City Slickers. Curly, played by Jack Palance, asks Billy Crystal’s character if he knows the secret to life. As they continue to ride their horses along the big-sky Colorado backdrop, Billy says “no.”  Curly raises his index finger and says, “One […]