Women and Retirement Challenges
The pandemic expanded the chasm women face when planning for retirement. Many women put their…
SFSJuly 1, 2021
Supersized Retirement Savings
If you want to supersize your retirement savings for early retirement or help you make…
SFSDecember 10, 2020
The Emotional Cycle of Investing
Emotions are a dominating force that impacts every aspect of our lives. The decisions we…
SFSOctober 5, 2020
Living a Financially Balanced Life
Applying a balanced perspective has an impact in many areas of our lives, from eating…
SFSJuly 1, 2020
What To Do With Your 401(k), If…
1: You are still employed by the sponsor company Keep investing! The 401(k) implements an…
SFSJune 5, 2020
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