Latest Blog Posts


Start Thinking About Your Retirement – Nest Eggs On Dollar Bills

Roll out the Rollover! If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving some of your retirement funds out of your employer’s plan and into an IRA at Read More

How to Find Your Ideal Accessible Home

Photo via Pexels House hunting isn’t easy for anyone, but those who need their home to be accessible struggle with a whole additional list of challenges. There are several features an accessible home needs to have and many others that require renovations. How do you know what to look for? Read More

New Market Highs Not Rare, Don’t Predict Declines

On October 3, 2018, the S&P 500 hit yet another high. This left those who believe in timing markets wondering if they should cash out, as the end must be near. Just seven days later the index fell 4.3% in just two days, which seemed to confirm those fears. Certainly, Read More

Passive Investing, Like Buying Used Cars, Is Wise Strategy

Need a car? Buy used. It’s what I always do. My sweet spot is a low-mileage vehicle two or three years old, which I routinely can find for 25%to 35% less than the original cost. I recommend this strategy to my clients, staff, and friends. If everyone followed this advice, Read More