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social security

When It Comes to Social Security, Focus On What You Can Control

August 9, 2020

Even if you don’t plan to rely primarily on Social Security for income in retirement, it’s still an important part of your retirement plan. Despite its importance, only 4% of retirees claim Social Security benefits at the optimal time, losing…

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retirement lifestyle

3 Ways to Create Your Own Blue Zone

August 7, 2020

Have you heard of “Blue Zones”? No, they’re not places where everyone is a Democrat. They’re places in the world where there is an unusually high number of people living into their 90’s and even 100’s. These populations are known…

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retirement income planning

Pension Or No Pension, Have a Plan for Creating Retirement Income

August 2, 2020

Here’s proof that funding retirement has changed: In 1970, 45% of private-sector employees were covered by a pension plan.[1] Now, 4% are covered.[2] Pensions have largely been replaced by 401(k), IRAs, and similar retirement plans, and retirees must find a…

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packing essentials

4 Essential Items to Pack on Your Trip This Summer

July 31, 2020

  If you’re traveling this summer, there are certain staples you can bring wherever you go. When packing for a trip, everyone immediately thinks of underwear and a toothbrush, but there are other essentials that don’t come to mind as…

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retirement income planning

3 Things to Know About Your 401(k)

July 26, 2020

We all know that a 401(k) is one of the most important retirement planning tools we have. The potential tax benefits and power of compound interest can make it a great saving and investment tool for anyone who practices financial…

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Financial Lessons from a Founding Father

Financial Lessons from a Founding Father

July 24, 2020

America is taking another look at Alexander Hamilton thanks to the hit Broadway musical celebrating his role in shaping our nation. As the first Secretary of the Treasury, he created the first national bank, consolidated the new country’s war debts,…

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