How to Make the Most of the New Year
Personal Planning 01/03/2024

The concept of January 1st starting the new year, began in 46 B.C. The idea was to sync with the annual cycle of the sun more accurately. This was called the Julian calendar and it was used..

Does Your Portfolio Fit Your Retirement Lifestyle?
Personal Planning 12/20/2023

Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. As a retiree, how you choose to live in retirement may be an additional factor to..

Financial Wellness
Financial Wellness 12/13/2023

The first step in creating financial wellness is to gain knowledge. Knowledge is power—the power to build robust financial health. The more you know, the better. The financial world can be complex..

Orchestrating Your Retirement Accounts
Wealth Management 12/06/2023

An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same can..

Important Birthdays
Financial Wellness 11/29/2023

Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half"..

Navigating Pitfalls
Personal Planning 11/22/2023

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too..

Why is 59 1/2 So Important?
Personal Planning 11/15/2023

If you were born in the early 1960s, you’re old enough to remember the Apollo lunar landings. You may remember the first departure of astronauts Neil Armstrong and Buzz Aldrin, who walked on the moon..

Eight Mistakes That Can Upend Your Retirement
Personal Planning 11/08/2023

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight mistakes to steer clear of, if possible. No Strategy: Yes, the biggest..

Be Financially Fit
Financial Wellness 11/01/2023

To be financially fit, shift your money mindset and set goals for yourself and your family. Manage and prioritize your spending and create sustainable habits to last your lifetime and pass those..