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Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules [...]

Thomas Jefferson once said, “Give me six hours to chop down a tree, and I will spend the first four sharpening the ax.” If you are about ten years away from retirement, this provides you with the [...]

Most of us know we are entitled to a Social Security benefit, but the amount of the benefit is different for everyone. Did you know there can be a right time to begin receiving the benefit? There [...]

Risk vs. return: where are you comfortable? One of the most fascinating aspects of our role as an advisor of business retirement plan benefits is the chance to meet with many different investors [...]

Retiring early, usually considered prior to Age 65, can present a unique set of circumstances. As a result, the normal financial planning process can become encumbered by rules relating to [...]

Is your Financial Advisor a Registered Investment Advisor? (and Why You Need to Know) If you’re working with a financial advisor or thinking about doing so, you may have stumbled across the term [...]

Employees fail to enroll in their retirement plan for a variety of reasons. They may be intimidated if it’s their first time around or they might not fully understand and appreciate the benefits [...]

“Work smarter, not harder,” is a nearly century-old saying that defines efficiency. What might happen if we apply that saying to saving for retirement? How can you more efficiently save for [...]

Many of us have financial advisors – but are you benefitting from the best advice from an experienced advisor? Do you need a new financial advisor? Working with a financial advisor is an intimate [...]

As wealth advisors, we sometimes spend more time thinking about numbers and planning and savings strategy than we do for other things, even football. We also spend time highlighting holidays that [...]