Every year, a wave of retirees considers packing up and moving somewhere warmer, cheaper, or simpler. It is a natural instinct, since retirement feels like a fresh start. But…
Summer tends to test even the most disciplined savers. Vacations, home projects, graduations, weddings, and family gatherings all compete for the same dollars you may also be trying to…
In aviation, pilots run through a checklist before every flight. It is not because they expect something to go wrong. It is because the checklist catches the small issues…
There is a term that describes a growing segment of Americans I work with regularly: the sandwich generation. You are simultaneously supporting aging parents who need increasing care and…
Memorial Day has always been a time for reflection. We honor the fallen and consider the values they made the ultimate sacrifice to protect. As a former Angel Flight…
March is often viewed as the season of tax preparation, when most of us focus on last year's returns. But if you're in your pre-retirement years, this is the…
Some birthdays come with cake and candles. Others come with contribution limits, enrollment windows, and decisions that could impact your retirement for decades. While every birthday is worth celebrating,…