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Justin Hobbs

Posts by Justin Hobbs

Pension Plan Primer - What You Need to Know as You Approach Retirement

Pension plans are the cornerstone of many Americans' retirement savings, yet they aren't always understood. Since employers handle all of the admin wo...

Are You Covered? What Retirees Need to Know About Homeowners Insurance

If an unexpected storm blew through your home today, would you be covered for the damages? Or would you need to tap into your emergency fund? 

Using the Tax Triangle to Save Money and Boost Your Retirement Plan

Most people know they need to save for retirement, but they may not realize they also need to think about spending their retirement savings strategica...

Summer’s Tax Day - Income Tax Filing Tips for 2020 and Beyond

As we roll into summer, many retirees are thinking about getting some vitamin D and what family vacations look like during a global pandemic. Unfortun...

A Big Picture View for Retirement: Benefits of Long-Term Financial Planning

  Many people who are planning for retirement choose to use a fee-only advisor because there is more transparency, no hidden fees, and less chance of ...

Why an Investment Process is Key to a Successful, Stress-Free Retirement

It’s natural to feel anxious about investing. We all want to make the best decisions when it comes to planning for retirement—decisions that will help...

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