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Looking for Safety and Income

Recently I spoke to a successful couple in their late 40s who had aspirations of retiring within the next ten years and hopefully sooner.  They had kids soon to be entering their college years and hoped they were saving and investing enough to reach their retirement goals.  Given the amount ...
Delaying Retirement

Thinking About Delaying Retirement? Here’s What to Consider

If you’re unsure about retiring and are considering delaying retirement, you must consider if you have enough retirement savings. Do this before making your decision. Examining retirement savings benchmarks and having a comprehensive financial plan that outlines specific actions are the first steps toward knowing if you should delay your ...
Drawing Social Security Early

Drawing Social Security Early and Still Working? Here’s What You Need to Know.

Some people decide to retire early and start drawing Social Security early. Many people are unable to live out their retirement plans due to inadequate retirement savings. In addition, many are spending retirement working another job ...
Rising Interest Rates

The Fed Is Rising Interest Rates: Will It Impact You?

Interest rates are rising again as The Fed continues working towards raising the target interest rate to a “terminal rate,” or endpoint, of 4.6% in 2023. The terminal rate implies a quarter-point rise next year but no decreases, with a goal to slow spending and help curb the inflation rate ...
Suitable Time to Sell

Is Now the Suitable Time to Sell Your Home?

There are several reasons why now may be a suitable time for you to sell your house. Depending on your situation, here is what you should consider in your decision: ...
Starting Estate Planning

5 Things to Consider When Starting Estate Planning

One thing to keep in mind about starting estate planning is not to set it and forget it. As life changes, your estate plan should too ...

How to Find Financial Help

Personal finance refers to how you make money, save money, build wealth, and protect your assets. It's an essential part of life as it impacts how you live today and what your life will look like in the future. If you'd like to take control of your finances to meet ...
Buying a Home

The Real Costs of Buying a Home

When you’re ready to buy a house, it’s essential to consider the upfront costs and ongoing expenses outside of taxes, utilities, and home maintenance ...
Retirement Savings options

5 Retirement Savings options- Which is Suitable for You?

Suppose you already know your retirement savings options; congratulations! You’re on your way to a more financially secure retirement. You must continue to save and determine other retirement savings vehicle strategies that may be appropriate for your situation ...