February 25, 2020

SECURE Act: What you need to know

At the end of 2019, Congress passed the most sweeping change to retirement rules in over a decade.1 Known as the Setting Every Community Up for […]
August 16, 2019

The Importance of a Healthcare Proxy for College Students and Their Parents

This is the time of year that college students head back to campus for a new semester.  For those of you sending your child off for […]
June 24, 2019

What’s Your Version of Retirement?

Retirement is really kind of an interesting concept. In fact, “retirement planning” has only been around for a few decades. If you were born in the […]
May 7, 2019

Fear and Greed Index

“We are now in a bear market – here’s what that means.” CNBC headline on December 24, 2018 “The stock market rally to start 2019 is […]