July 2020
The Pursuit of Freedom and Happiness in Retirement
Happy 244th birthday, America! The holiday is enough reason to celebrate, but after months of quarantine, seeing loved ones and spending time outside in the warm weather is even more [...]
June 2020
3 Things to Know If You Plan on a Late Retirement
Retirement isn’t what it used to be: It’s typically longer and more active. Not everyone’s retirement will look the same, and not everyone’s has to. Maybe you’ll transition to part-time [...]
What to Know Before Returning to Normal
The good news is that you survived the worst of the coronavirus pandemic, and the bad news is that it’s not quite over yet. For those who are returning to [...]
Are We Entering the Roaring 20’s Round 2?
While no one knows what this decade will bring, we might look to history for some insight. One hundred years ago, America was reeling from the Spanish Flu and uncertain [...]
3 Questions a Financial Advisor Can Help You Answer
A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If [...]
How To Stay Independent When You Have To Self-Quarantine
Even as life starts to return to normal for some, those 50 and over may be advised to limit contact with others to avoid catching COVID-19. This can be difficult [...]