Read up on the latest and most important information you need to stay up-to-date with your financial situation.
One of the issues our clients face in our industry is what we call “Orphaned” accounts. These are accounts that were originally set up by an advisor, and that advisor is no longer active on the account. There are many reasons that may happen, but here are some of the most common reasons: 1) The advisor…Read More
So many of us start stressing out when change is coming. Even a change that people have looked forward to for decades, it’s still stressful to change course. Many people come into our office and are stressed about their upcoming retirement. Sometimes that stress is warranted, but often times it’s just the amount of unknown…Read More
When you’re just starting out investments can be pretty intimidating and there are millions of ways to begin building your own career with varying levels of difficulty. In this podcast Don gives some pointers on easy and affordable ways to save your money and set yourself up for a healthy financial future.Read More
What I’ve learned from working with thousands of retirees is that no two people are alike. That applies not only to your circumstances, but your goals as well. I commonly make references to “The Alaskan Cruise” because it seems like the most sought-after retirement trip for Floridians, but for some people, an Alaskan Cruise is…Read More
Every day, we make financial decisions to give us a level of comfort: air conditioning, vehicles, food, drinks, home improvements, travel – all are to provide some sort of additional comfort. So why should your investments be any different? Many financial professionals and investors purely look at “the best investment” when making recommendations, but sometimes…Read More
DROP is a very unique option that allows people to keep working for a few years after their retirement and collect their pension while they continue to work. However, most people don’t have this option because they don’t have a pension. This podcast shares how people who have no pension can still get the benefits…Read More