Planning Matters…

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Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how much money they will need to accumulate for retirement.  And more than half admit that they are behind schedule when it comes to planning and saving for retirement. Are you?

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What Stories Will They Tell?

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After the Former First Lady Nancy Reagan’s passing, I found myself enthralled (more like obsessed) with all of the media coverage that followed. The memorial service, the stories, the pomp and circumstance — the formality. It’s the stories that were shared by Mrs. Reagan’s closest friends and family that moved me.  They portrayed her as a devoted mother, friend and faithful companion to the love of her life, President Reagan. (more…)

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No Need to Wait

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You don’t need to wait until the beginning or the end of the year for a financial review, especially if your investment mix, risk tolerance, or time horizon has changed recently. When meeting with your financial advisor, consider whether the following areas of your life are on track…. (more…)

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