Does your retirement plan align with your retirement goals?

Does your retirement plan align with your retirement goals? Retirement is one of the biggest milestones in one’s life, yet so many don’t pay much attention to retirement accounts. It is not unusual to hear individuals say they toss aside their 401(k) statements because they feel like they can’t do anything about it. That couldn’t […]

Flying Without a Net

If you’re like many Americans, 2020 has taken a bite out of your savings, but even if you were lucky enough to avoid financial hardship, last year should have made clear the importance of having an emergency fund for you and your loved ones. What Is an Emergency Fund? An emergency fund is money you […]

Is Your Business Protected?

As a business owner, there’s risk involved in building and growing the business. Risk comes in various stages of the business lifecycle, but lawsuits and bankruptcy are two of the risks that never seem to go away. However, there are effective ways business owners can protect their personal assets. As part of a team involving […]

Medicare Changes in 2021

What 2021 Means For Your Medicare Payments For those of you updating your budgets for 2021, we’re providing an overview of the price increases you can expect for Medicare in 2021. Fortunately for most, costs aren’t growing much in the new year, but it’s important to keep on top of changes and how they affect […]

Financial Planning: What is Your Picture?

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning can help you achieve your goals by evaluating your whole financial picture, then outlining […]