Statistics on Saving and Investing
What’s typical when it comes to saving and investing? We review a report to get the most recent statistics on things like using target date funds and making use of ... Read more
New Year Financial Checklist for 2020
You’ve made it through the holidays, laid out your new year resolutions, and now it’s time to check in on your retirement plan. January presents another opportunity to get your ... Read more
Scary Facts About Retirement
In the spirit of Halloween, we take a look at some of the scariest facts about retirement. From savings to the price of healthcare in retirement, these numbers will open ... Read more
Does It Benefit You to Have Multiple Financial Advisors
We’ve been trained to believe that more is better but is that always true in the financial world? Having more than one advisor might seem like a great way to ... Read more
Understanding The SECURE Act, Part 2
The SECURE Act will bring several changes that may impact your retirement planning, and Nathan will go over four more of those provisions. This concludes our two-part series on the ... Read more
Understanding The SECURE Act, Part 1
Recently passed through the House, the SECURE Act has a lot of new retirement implications. You’ll want to hear the next two episodes of the podcast as we break down ... Read more
Questions You Should Be Asking Part 01
As you begin to think about retirement, you probably have all sorts of questions. After all, if you have yet to begin that retirement journey, you’re probably overwhelmed at the ... Read more
Financial Therapy
Let’s think of your financial advisor as your financial therapist. We’ll discuss some scenarios where it’s almost inevitable that a talk with your advisor seem like a counseling session. Perhaps ... Read more
Common Money Mistakes
There are so many moving parts to a successful retirement. It’s easy to overlook something as you consider things like taxes, 401(k)s, IRAs, social security, legacy planning, and much more. ... Read more
401(k) FAQs
Join us as we address your frequent questions about 401(k) accounts. We’ll also help you set your expectations for your financial advisor.
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Financial Security
Find out what “financial security” could mean to you. Learn why your 401(k) isn’t perfect. Finally, hear the stories of clients who have experienced disaster in their portfolio.
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Are You An Optimist Or A Pessimist?
We get a lot of questions about 401(k) accounts. Today, we’ll spend some time answering those questions. We’ll also determine whether you’re an optimist or pessimist when it comes to ... Read more