News

19
Nov

For Kids, Finances Need to Go Beyond Lemonade … to Marshmallows

For Kids, Finances Need to Go Beyond Lemonade … to Marshmallows The summer lemonade stand is a rite of passage for all kids. It is usually the first time a child gets to create their own business. They learn about the hard work it involves but also learn of its rewards, monetary and other. For my two girls, it was a lemonade and

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15
Nov

Changing Seasons in Retirement

Changing Seasons in Retirement The holidays are just around the corner, meaning it’s almost time to prepare for parties, travel, gift-giving and more. But what’s good for the spirit can be hard on the wallet. Without a proper plan in place, it can be easy to lose track of how much you’ve spent, which might affect your financial goals. The

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12
Nov

Don’t Just Be Ready; Be Game Ready

Don’t Just Be Ready; Be Game Ready Everyone’s idea of the “perfect retirement” is different. Some of us plan to travel the world, while others hope to move to a new location, perhaps with a warmer climate. Still others might wish to live frugally so they have a sizable nest egg they can pass on to future generations. No matter

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5
Nov

Strategies To Consider When Building An Effective Retirement Income Plan

Strategies To Consider When Building An Effective Retirement Income Plan The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The financial goals of retirement include sustainably meeting a lifestyle spending goal for as

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29
Oct

4 Tips for Applying for Life Insurance After a Breast Cancer Diagnosis

4 Tips for Applying for Life Insurance After a Breast Cancer Diagnosis After feeling a lump in her breast earlier this year, my wife, Julie, who’s 35, had a 3-D mammogram. The radiologist reviewed the results with her and scheduled a biopsy for the following week. That’s when we found out that she had high-grade ductal carcinoma in situ with

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21
Oct

Does your financial plan hold up to scrutiny?

Does your financial plan hold up to scrutiny? As National Financial Planning Month, October serves as a good opportunity for an annual check-up on your financial health to ensure you’re on track to meet your goals. Whether those goals are specific to retirement or not, regular checks can help prevent any unnecessary surprises. Moreover, if you haven’t set any goals,

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11
Oct

2019 – Q3 Quarterly Market Review

2019 – Q3 Quarterly Market Review 2018 – Q3 Quarterly Market Review Source: Retirement Researcher 2019 – Q3 Quarterly Market Review

24
Sep

Planning a Generational Impact

Planning a Generational Impact Earlier this month, the United States celebrated Grandparent’s Day, which serves as a reminder to appreciate the hard work and dedication of generations before us (regardless of our current age). However, as Intergenerational Month, September also marks a time to reflect further down the family tree and think about our impact on those who come after

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13
Sep

RISA™ Update

RISA™ Update Hello everyone, I wanted to provide a quick update on where we are on the Retirement Income Style Awareness ™ (RISA) investigation. There was a pause in the action after the deadline because I took my summer break and we moved our offices in Virginia- we are still in McLean (only a mile from our… Source: Retirement Researcher

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13
Sep

Take Charge of Your Future During Self-Improvement Month

Take Charge of Your Future During Self-Improvement Month As both Self-Improvement Month and Self-Care Awareness Month, September serves as a strong reminder to take time out of our busy calendars and turn the spotlight on ourselves. Representing two sides of the same coin, self-improvement asks the question “how can I push myself to meet my goals?”, while self-care asks, “how

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