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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here.  Our weekly blog will keep you current on everything you need to know to pursue your financial objectives. And once in a while, we may throw in a movie review or some other surprise!

Monday, March 23, 2020

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at...

Friday, February 21, 2020

ORCHESTRATING YOUR RETIREMENT ACCOUNTS An orchestra is merely a collection of instruments, each creating a unique sound. It is only when a conductor leads them that they produce the beautiful music imagined by the composer. The same...

Wednesday, February 19, 2020

IMPORTANT BIRTHDAYS OVER 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last. When you are...

Friday, January 17, 2020

The current generation of military service members have pensions worth millions. New retirees are faced with an unfamiliar patchwork of programs and products, which can lead to many missed opportunities in their post-military years....

Monday, November 18, 2019

CATCH-UP CONTRIBUTIONS A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1 Congress in 2001 passed a law...

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Monday, November 4, 2019

THE COST OF PROCRASTINATION Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you...

Monday, September 16, 2019

A group of 32 military and veterans organizations is pressing House and Senate members to pass legislation they've spent years lobbying for -- eliminating what is colloquially called the "widow's tax." The Military Coalition, as it's...

Monday, September 9, 2019

The financial challenges millennial's face can be overwhelming. Many young adults have to figure out how to pay off college loans, save to buy a home or start a family, and sock away money for retirement. Given these hurdles, it's no...

Monday, July 1, 2019

No matter how much money you have or which life stage you're in, becoming financially independent starts with a dream. Your dream might be to finally pay off the mountain of debt you've accumulated, or to stop relying on someone else...

Tuesday, June 4, 2019

Federal employees, including those who work at the Office of Personnel Management, above, soon will have more options when it comes to withdrawing money from their retirement accounts. (Sarah Silbiger/For The Washington Post) By Eric...

Thursday, May 30, 2019

A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too much debt from unnecessary spending. Or maybe an unexpected...

Friday, May 24, 2019

Ten Money-Saving Travel Tips Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams on a budget. Follow these money-saving tips when planning your...

Thursday, May 16, 2019

Time for a Mid-Year Investment Check Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down,...

Tuesday, May 14, 2019

With momentum growing in Congress to repeal a new tax hike on the families of some deceased service members, military advocates hope this will be the year another surviving military spouse pay issue -- the so-called "widow's tax" --...