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

Fighting short term jitters

I am not going to bury the lead:  "short-term" does not apply to your long-term investment goals.  While everyone has different ideas and goals for those long term assets, it shouldn't matter if you are 5 years or 35 years away, your investment allocation should already be set appropriately for that time horizon.  But, oh, … Continue reading Fighting short term jitters

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!