Have you always wanted to take your kids on that once-in-a lifetime family vacation that will create lasting memories and have you doing things you didn’t know were possible? How about a family trip to Africa for a safari orREAD MORE
Financial Planning
When it comes to planning for retirement, healthcare costs are one of the most overlooked factors. Yet for many retirees, health-related expenses can be one of the largest items in their budget. Even when covered by a retiree health planREAD MORE
To be financially comfortable in retirement, the general rule of the thumb is that you’ll need approximately 80% of your annual pre-retirement income. Spending in retirement is a mixed bag. You can get by on less because some monthly expensesREAD MORE
One of the most common New Years’ resolutions is to get organized. It’s also one of the most important steps in the financial planning process, because it makes keeping on top of your finances a lot easier. Nowhere is thatREAD MORE
As Baby Boomers start to approach their “Golden Years,” housing is one of the more challenging issues to plan for. Most senior citizens prefer “Aging in Place” in their own home. However, medical, safety, and economic concerns may make stayingREAD MORE