Client login
Client login

Tidying Up Your Retirement Plan: Strategies for Achieving Joy

Tidying Up Your Retirement Plan: Strategies for Achieving Joy

By now, you’ve probably either read one of Marie Kondo’s books or watched her show “Tidying Up” on Netflix. Kondo’s philosophy is that a cluttered hou...

What Are the Costs of the Government Shutdown?

The longest government shutdown in U.S. history ended after 35 days on January 25, 2019. A temporary appropriations bill extended funding for shuttere...

Health and Wealth: Why Your Weekly Tennis Match Strengthens Your Retirement Nest Egg

As you enter a new chapter of your life, a number of changes from your day-to-day habits to your spending patterns will likely change. As you’re getti...

Ready to take the next step?

Let’s talk!

Explore what’s possible for you during your retirement