5 Expert Tips to Help You Retire

Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year?Financial tips for every monthFor many people, checking off items on a long list of to-dos brings a great sense of satisfaction. To help

Retirement Plan Account Review is Key

Keeping tabs on your retirement accounts is a balancing act, particularly if you have more than one. Although some favor the set-it-and-forget-it approach, it’s wise to regularly review your accounts to ensure that you’re heading in the right direction.

Plotting Your Way Toward Retirement: 5 Positive Financial Habits

Like most people, you probably have a vivid, exciting picture of what your ideal retirement will look like. Maybe it’s spending time with family at a beach house, crossing off the book titles that have accumulated on your to-read list, or finally being able to volunteer enough of your time to make a difference for your favorite charity. But there’s no doubt that the journey to retirement is long

10 Common Retirement Mistakes

In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or maybe you’ve been socking away money in an IRA, but without a doubt, you’ve been looking forward to your golden years. And I want you to enjoy those years without worrying about having to take out a reverse mortgage on your house.

Socially Responsible Investing

You may have heard it called "green investing," or "values-based investing," but what do those terms mean? What is socially responsible investing? According to The Forum for Sustainable and Responsible Investment, sustainable, responsible, and impact investing (also called "SRI" or "socially responsible investing") is "an investment discipline that considers environmental, social, and

5 Financial Spring Cleaning Tips

Spring is in the air, which for many means waking up from hibernation and cleaning out the clutter. Don’t forget about clearing the cobwebs from your “financial house,” too! Even if you recently took a look at your finances as you prepared for tax season, here are five areas that could use your attention.1. Dust off your credit report and scoreIf you’re concerned about identity theft or you’re

Do You Ever See Yourself Retiring?

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