The Benefits of Planning

Key considerations for achieving a worry-free workforce exit. For many years, age 65 served as the benchmark for retirement. That’s largely because it’s the age that was considered “fully retired” based on Social Security parameters for decades — the age you could access benefits penalty-free. Today, “fully retired” is 67 (for anyone born in 1960 […]

Choosing the right investment vehicles can help you save for college education. Join this webinar to hear from Heather Jordan, CFP®, MBA and Jennifer Gander, CFP®, CPA as they share insightful information to help save for a college education. Here is a preview of questions we will cover: Whether you’re on the path to saving […]

What’s a non-discretionary budget item? Your cable bill? A gym membership? Your mortgage? One of the biggest mistakes you can make when you draw up a budget is failing to separate the things you need from the things you want. Setting priorities is the first step in coming up with a spending plan. Recognizing which expenses are essential […]