Our Blog
Helping You Better Understand Your Financial Needs and Investment Strategies
Should I Convert My 401(k) To A Roth IRA?
Let’s say you’ve just changed jobs. What are you going to do with your 401(k)? You may be able to convert your 401(k) to a Roth IRA, but is that a good option for you? In this article, we’ll talk about what happens when [...]
Up Your Pickleball Game!
Pickleball can be a great way to stay active while in retirement. Whether you're an active player or you're new to the game, this article is for you. This comprehensive review delves into three strategies, each tackling a unique aspect of pickleball. 1. [...]
A Refresher on Estate Planning Basics
Estate planning is a big deal. It’s a way for us to leave what we’ve built over the course of our lives to our loved ones. Gifts of property and belongings can pass on a sense of family, care, and love and can also [...]
A Checklist for a Successful Cookout
Organizing a successful cookout can be a fun but challenging task. Here's some great advice to ensure your event runs smoothly and is a hit with your guests. Preparation is Key Firstly, make sure you put in the effort to prepare. Decide on the [...]
Understanding Your Savings Goal – How Much Do You Really Need to Retire?
“How much do I need to retire?” This is one of the most frequently asked questions in the world of retirement finance. If you don’t have a lot of retirement planning experience, it can also be a tough question to answer. This article will [...]
Summer Fun for Retirees
Embracing an active lifestyle during the golden years is both rewarding and beneficial for overall health. As the summer season unfolds, it offers retirees an opportunity to engage in a variety of activities that not only keep them physically active but also stimulate their [...]
How to Achieve Financial Freedom
The difficult thing about “financial freedom” as a concept is that many people define it in a vague way. Most people think of it as not having to worry about money and being able to have the things they want without having to scrimp [...]
The Snowbird Lifestyle: Pros and Cons
The snowbird lifestyle has become increasingly popular among retirees in recent years. This lifestyle involves spending the winter months in a warmer climate and returning home for the summer. There are a few important pros and cons of this lifestyle to consider before trying [...]
Defined-Benefit vs. Defined-Contribution Plans
The following two types of retirement savings methods may sound similar, but there are a lot of important differences that might be useful for you to know if you’re looking to get a better understanding of what retirement might look like for you. Defined-Benefit [...]
Core Values
Testimonials
Rich P.