Financial Articles

Have your financial mistakes made you a better financial decision-maker? You won’t always make the perfect choice, but you can always learn from your experiences.

You know what you’re retiring from, but have you taken the time to figure out what you’re retiring to?

You’ve heard it’s better to spend money on experiences versus “things”, but why?

Are you overemphasizing any financial concerns before you’ve secured your retirement foundation? With a comprehensive framework, you can put more time and energy toward what is in your control, and focus less on what isn’t.

People mistakenly believe they have a choice between claiming their own benefits or their spousal benefits. However, the reality is that spousal benefits are determined through a multi-part calculation and comparison.

Cognitive loss continues to be one of today’s biggest retirement risks. According to the Alzheimer's Association, the number of present Alzheimer’s cases are projected to more than double by 2050.

Your happiness in retirement doesn’t stem solely from financial stability. According to a Harvard Study originating in 1938, the main challenge people face in retirement is often the loss of social connections that work once provided.

The rules that govern your retirement accounts are not as simple as they may seem on the surface. It can pay BIG to work with an expert.

What areas in your financial life can you consolidate and clear out the unnecessary clutter? Less time worrying about managing accounts means more time for you to focus on what matters most.

By understanding the difficulty grade of an investment, you can determine what works best in your portfolio, while considering the tradeoffs and hassles you’re willing to accept.