What is Sequence of Returns Risk?

What is Sequence of Returns Risk? There are a number of risks when it comes to investing for retirement. Are you saving enough? Do you have enough time for your…
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What Does SECURE Act 2.0 Mean for You?

What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress. SECURE Act 2.0 was signed into law by President Biden…
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4 Non-Financial Retirement Questions to Ask Yourself

4 Non-Financial Retirement Questions to Ask Yourself A fruitful and enjoyable retirement is a common goal for many people. Many people know they need to prepare financially for retirement but…
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4 Financial Retirement Questions to Ask Yourself

4 Financial Retirement Questions to Ask Yourself Retirement is a goal shared by people of all walks of life and profession. The idea of being financially secure and spending time…
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Retirement: A Time of Purpose and Impact

Retirement: A Time of Purpose and Impact Think about the word “retirement.” What do you picture in your mind? What is important to you? One survey[1] found that the average…
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Nobody said retirement would be this stressful!

Nobody said retirement would be this stressful! You’ve probably thought a lot about retirement, I know I have! Perhaps you can picture what it will be like: maybe travelling or…
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Christian Retirement – Planning Life After A Career

By Mike Sunderland Is Retirement Biblical? It is hard to find instructions concerning retirement in the Bible. One example where we do see it, though, says a great deal. We…
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Making Retirement Meaningful

By Chad Hamilton, CFP, CAP Note: At the end of this article we have created a short assessment that will help clarify your own vision for the next phase of life! Retirement…
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Managing Healthcare and Medicare Expenses in Retirement

We are pleased to share our 2015 webinar on what Baby Boomers need to know about Medicare and Long Term Care.  If you, or one of your friends or family…
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