Resources and Information

We invite you to browse our library of articles.

Did Your Retirement Plan Survive the Pandemic?
July 5, 2021

Look for a person who was unaffected by the pandemic, and you may be unlikely to find anyone. Many of us have experienced some manner of change to our financial situation, lifestyle, career, and a number of other areas of life. But for older workers, those in the final stages…

Read More

New Pandemic Habits Can Save Your Future Budget
June 21, 2021

If you’re like a lot of people, you’re probably tired of reading about how the pandemic changed the way we live. So let’s switch gears and talk about the future. While the past year has been rough on most of us, we’ve developed some new habits that we shouldn’t abandon…

Read More

Renting Vs Owning a Home in Retirement
June 14, 2021

For much of your life, you might have dreamed of paying off your mortgage before retirement. Many people do. But when the time comes, plenty of retirees say that home ownership actually becomes a burden, and that they actually prefer to rent! Why would anyone say this? It appears there…

Read More

What’s Your Financial Personality Type?
May 17, 2021

We all know that financial health is important. Learning to budget, spend wisely, manage credit, and save for both short-term and long-term goals (like retirement) can be the keys to preventing many missteps in life. At the same time, you need to honor your own value system and personality. What…

Read More

Have questions? Need assistance?

Use the form below to contact us or request an appointment.

    Call (954) 598-0752 or email