Your answers to these 22 questions could define your retirement lifestyle. Schedule your "No-Cost" Strategy Session today and let's learn the answers together.
Recently, an acquaintance came to me with his most recent 401(k) statement. He was, quite frankly, shocked by what he saw. In his words, he was “Having a freakout about my 401(k).” He asked for help understanding what it was he was looking at…and why, exactly, his...
Taxes are likely going up. That’s a phrase no one wants to hear – but for some Americans, it may soon become a reality. You see, on April 28, President Biden unveiled his American Families Plan, which seeks to expand funding for education, childcare, and paid...
Medical expenses can quickly add up, and most people are unable to pay for health care out of pocket. In order to defray these costs, people purchase health insurance. There are two primary venues for health insurance: individual policies and group policies. Although...