Your Retirement Handbook

Are you ready for retirement? Request your FREE copy of this valuable handbook.

This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

Retirement Now
Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last
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Long Term Investing
Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you glean along the way.   First and foremost, you learn to shut out much of the “noise.” News outlets take the temperature
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Wage Gap Between Men & Women
While it has narrowed, a notable inequality remains. First, what wage gap are we talking about? There is a commonly cited statistic that American women earn 80 cents for every dollar earned by men. This is true, supported by the U.S. Census Bureau’s 2017 American Community Survey, but it mostly applies to women in their
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Wait to retire
It might be better to wait a bit longer. Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs. That said, a big “what if” on your mind might be “what if I retire in a down time that doesn’t swing back
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Audit Red Flags

Audit Red Flags

What raises eyebrows at the Internal Revenue Service? Are you worried about being audited? The fear may be overblown, as only 0.6% of taxpayers had their federal returns examined in 2017 (the most recent information available). That same year, only 4.3% of taxpayers with gross income before deductions of over $1 million had their returns
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investing in agreement with your beliefs
The case for aligning your portfolio with your outlook & worldview. Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical, moral,
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