Category: Retirement Planning

Differentiating the Major Fund Types

There comes a time in many conversations I have, where I can see the nervousness build. When I see that happen, I know exactly what is going on. There is

Debt Ceiling Update

On May 1, the Secretary of the Treasury informed Congress that the U.S. could default on its debt by June 1 if legislators do not raise the nation’s debt ceiling.1

Volatility Do’s and Dont’s

Between rising interest rates and a recent spate of bank failures, there’s a lot of uncertainty in the economy right now. This, in turn, has brought volatility back to the

Frustrated Yet?

If you are paying any attention to the news or even just the conversations wafting through the office, you have heard the concerns regarding the world and domestic economy. Inflation

Closing a Retirement Income Gap

When you determine how much income you’ll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire.

Wealth Due to Inheritance

What is it? Introduction If you’re the beneficiary of a large inheritance, you may find yourself suddenly wealthy. Even if you expected the inheritance, you may be surprised by the

Members of the Military: Personal Financial Planning

Service branches offer campaigns and educational programs to service members and their families. The Air Force, Navy, and Army each require that respective members receive financial education, training, and counseling.

Healthcare in Retirement

What health care benefits are available in retirement? Health care in retirement is available from many sources. Government programs (such as Medicaid and Medicare) offer numerous health care benefits. However,