financial planner

What You Really Need to Know About Social Security: How To Use It for Your Financial Future

In a world where word gets around fast, it can be hard to discern the difference between the truth and what is probably more like the end of a game of “telephone”. Take Social Security for example. Some people say it’s going broke. Some people say you’ll lose all benefits if you continue to work. To help you ask the right questions, we broke down some of the most common questions about Social Security and the decision you will need to make when nearing retirement.

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10 Reasons Why Your Employer-Sponsored 401(k) is a Good Place to Save

In a recent Gallup survey, 48% of Americans said that they do not think they will have enough money to live comfortably in retirement. How do we combat this problem and thrive in retirement? We believe the best approach is through proactive saving. Whether your retirement is 45 years away or 15 years away, now is the time to build the foundation for a financially secure future.

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An older couple seated on a couch reading a book next to the text, "What Are You Retiring To?"

What Are You Retiring To?

Our culture has depicted retirement as an artificial finish line. Many people focus on retiring from their vocational years, but they don’t have a plan for what they’re retiring to. What if retirement isn’t about what you’ve left, but instead about where you’re going?

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Leaving A Legacy

The mark you leave on this earth is your legacy. Most people say they want to leave a good legacy, but that doesn't happen by default. It requires putting thought into how you live and how you leave this life, and it should include many factors beyond your finances.

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