Fasten Your Seatbelt!

Surviving Market Turbulence

Economic downturns and the turbulent investment markets can make people nervous.  Recognize these events as a normal, although undesirable, part of the economic and investment cycles.  With that in mind, click here for some tips for investors in a turbulent time.

Assessing Your Financial Health

Recent history has moved many of us to take another look at our finances – a smart thing to do in any economy.

Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve considered it. Either way, the time is right to make sure you are healthy, financially speaking.

Check out these three steps to review your status and your goals.

Retirement In Motion

Four tips and resources that everyone can use!

Click here for useful information about

how you can amp up your retirement savings
what you should know about when Medicare eligibility begins
the benefits of revisiting your personal and financial goals
thinking ahead by using a free on-line financial planning tool

Hey Millennials…Want to Retire Early?

Then focus on one of these!

According to Dayana Yochim of Nerdwallet, “We all know what it takes to be able to afford to leave the workforce early: Save like mad, dramatically cut your spending, invest with abandon and don’t let anyone — including yourself — skim money from your savings along the way.The hardest part is staying strong on all of those financial fronts at all times. But that may not be necessary.”
Intrigued?  Click here to read more about how focusing on one of these three things may help you achieve that goal.

How’s Retired Life Treating You?

 
Retirees were asked how life & finances stacked up against what they expected while they were planning; click here to read what they said. (Spoiler alert: life is good!)