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Dec 10

What’s A Chartered Financial Consultant ChFC®? Plus, Ways They Help Your Money

We have some exciting news! At the end of 2022, our Vice President Aaron Terwedo is earning the Chartered Financial Consultant® (ChFC®) designation.  Aaron is already an extremely knowledgeable and experienced financial advisor, so you might be curious about what this designation means for him and the services we provide…
Dec 01
Nov 11
Nov 01

The Ultimate Pros and Cons List Of Retirement Housing Options

Do you daydream about moving to the beach when you think about retirement? Or does staying in your home with a lifetime of memories seem like a better fit? No matter your plan, proactively planning for housing in retirement is important, as each choice has pros and cons.  Let’s review…
Oct 07

Can I Still (Comfortably) Retire During a Down Market?

With a constant stream of opinions about the country’s economic state, you may wonder if you’re still in a position to comfortably retire in a down market.  You might feel fear creeping in as you check on your accounts or worry about your once-steady nest egg. Rest assured that many…
Oct 03

How is Social Security Taxed? What Pre-Retirees Need To Know

Social Security can sometimes feel like an enigma. When you’re working, it’s simply a line item your company withholds from your paycheck, so it’s likely not top of mind. At least, not until you start thinking about retirement. And planning for how Social Security benefits will impact your retirement plan…
Sep 15

7 Ways Retirees Can Keep Their Chin Up When The Markets Go Down

The stock market is a lot like life: It doesn’t move in a straight line You can’t predict the ups and downs Your goals and values enrich the experience When you look at it, life and the markets form many parallels.  For example, when something good happens in life, you…

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