Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...

It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...

In investing, risk tolerance is a phrase used to describe how much an individual is willing to see their account fluctuate, due to the...

The new year brings new goals, resolutions, and even the occasional inflation-adjusted retirement contribution limit. Ah, the things we...

Young people have all the time in the world and they’re bulletproof, as a 23-year-old, I would know. Thinking critically about how their...

It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...

The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....

Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...

Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...

Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...

Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...