Month: July 2017

SUMMER TIME

This week’s article writes about topics on all of our minds right now, summer vacation! Just as you may have been busy this past year planning ahead, saving and budgeting both your time and money for a summer vacation, those same disciplines apply to getting “your retirement savings on track”. We take away three easy…

DO YOU HAVE A DEFINED CONTRIBUTION OR BENEFIT?

This week’s article tells us that the typical U.S. household has few retirement savings, and that most people rely on social security. One of the reasons is the reduction in employers offering any retirement plan, and another is for those that do, there seems to be a shift away from “defined-benefit (DB) toward defined-contribution (DC)…

GET CONFIDENT

“Imagine trying to take an around-the-globe trip without looking into the details. In essence, that’s what millions of Americans do every day as they ponder retirement. They head out on the journey and hope for the best.” We believe that the best course of action is one that is planned out, planned well, and planned…

EDUCATING

We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give you an extensive glossary of terms that you may hear or read about in the news, along with some easy…

Scroll to Top