The State of Retirement
When asked, “When are they going to retire?” Most people reply with a specific age…
SFSJune 5, 2020
Investing Is Not Like Buying A Refrigerator
Some people think that investing has been simplified so much that it is like buying…
SFSFebruary 13, 2020
Medicare Open Enrollment
Medicare open enrollment is right around the corner. If you are already using a Medigap…
SFSSeptember 26, 2019
Your Success Is Our Success
I was asked by a prospective client why it was so hard to find a…
SFSSeptember 26, 2019
Retirement Countdown
Regardless of where you fall on the retirement timeline, we can help you make the…
SFSFebruary 14, 2019
Should You Sell Your RSUs?
Companies often give Restricted Stock Units (RSUs) to their employees as compensation for hard work…
SFSDecember 6, 2018
After 35 Years, the 401(k) Dominates Retirement Savings
The people who helped start the 401(k) revolution in 1981 lament what has become of…
SFSJuly 7, 2017
Unexpected Retirement Expenses
Preparing for a successful retirement takes years of planning, saving, and dreaming about the years…
SFSMarch 9, 2017
3 Medicare Minefields
Simple missteps when choosing your Medicare and Supplemental Plans can cost you greatly if you…
SFSOctober 26, 2016