Dec
10
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
We all have “bad” financial habits we’d like to break. And this time of year brings one of these practices even further into the glimmering holiday light: spending. It’s easy for retirees to spend through their nest eggs too quickly, leaving them vulnerable later in life. Recent retirees tend to…
Nov
11
Storytelling is the heartbeat of human connection. It allows us to convey messages and emotions in creative, memorable, and lasting ways. We love a good story around here, and there’s nothing quite like one this time of year. As days wane into longer twilights and a chill coats the air,…
Nov
01
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
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
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
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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