Get Retirement Ready

https://videopress.com/v/BWH7ICT8?preloadContent=metadata Unsure if you are on track for retirement? Looking for unbiased advice? You are in the right place. I do not sell anyone's products -- I work only for you, my client. I can help you with everything from a 401(k) rollover to a complete retirement income analysis. Click HERE to get on my … Continue reading Get Retirement Ready

Retirement & College on sale!

Many folks grapple with this situation: do I save for my own retirement or do I help my kids with college expenses? My bottom line answer is this: your kids can get low interest loans for college -- you can’t do that for retirement. Easy to say, but there's a lot more to it than … Continue reading Retirement & College on sale!

Retirement Savings Accounts

I spend quite a lot of time on this blog talking about saving for retirement.  However, until today, I haven't spent any time clarifying WHERE to put that savings.  What exactly is a retirement account? Where does one find these accounts to use for that retirement savings?  How do I choose if I have more … Continue reading Retirement Savings Accounts

Prevent Cracks in Your Nest Egg

As 2018 draws to a close and you look at retirement savings goals for 2019, I want to offer some thoughts on your nest egg beyond just "Save, Save, Save!" into those 401(k) and IRA accounts.