Retirement

Solid

We often look for ways to get a solid financial footing during the decade before retirement. For years, we save diligently and carefully follow a long-term strategy. But as retirement approaches, your priorities may shift. When retirement is on the horizon, pre-retirees may start to question the choices they have made. A loss of confidence

Solid Read More »

Safety is Key

We found an article recently from AARP that might interest you. It referenced a “safety-first” approach, which is something we have always believed in. The idea is to cover all of your essential expenses with guaranteed sources of income, meaning sources like Social Security, pensions, and annuities that pay you an income you can’t outlive.

Safety is Key Read More »

Stash Your Cash

Whether you are approaching retirement age or are decades away, you need to be thinking about what the safest place is to keep your money. Too many times retirees are left empty-handed because they put all of their savings into a risky investment, or failed to ensure they had the risk tolerance to absorb market

Stash Your Cash Read More »

Scroll to Top