Blog
This Summer, the horizon is calling
If you feel the open road calling, you’re not alone. Summer is the perfect time to hit the highway, soar on a plane, or kick your feet up on a cruise to an exciting destination. Travel is one of life’s joys, but it is also an...
Read MoreSummer Travel and Budget Alignment
With warmer weather here, many of us are looking ahead to summer vacation and travel. Whether you're flying south or taking a local trip, having an organized approach to your finances can make the experience more relaxing. This is a...
Read MoreApril Is Financial Literacy Month
April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...
Read MoreA "Coach" For The Most Important Season of Your Life
Most people wouldn’t train for a marathon without a coach… but they’ll try to navigate retirement that way. That’s why I like the idea of having a Retirement Coach
Read MoreA Personal Refection on Legacy
We lost a beloved relative this week. It’s been a time of sharing stories, hugs, and memories—some tearful, some full of laughter. As I listened to everyone talk about his life, I found myself thinking about a question that probably...
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A Different Type of Risk
Most retirement plans start with the same question: How much can I safely spend each year without running out of money?
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