Relationships During Retirement

Relationships During Retirement

(Update to original post from December 18, 2018) When helping individuals and couples plan for retirement, one of the key things we discuss is their personal relationships. For example, some people envision planning a family gathering annually with their adult kids...
Personal Finance Tips | Recap January 2019

Personal Finance Tips | Recap January 2019

Every Tuesday, we tweet personal finance tips to help you achieve your financial goals. Click here to follow us on Twitter. Below are tips we tweeted last month. Click on each tip to view the source of information. If you suspect your identity has been...
Stay in your home or downsize?

Stay in your home or downsize?

Pam and Bryan are in their 50’s. Their youngest child recently graduated from college and relocated to another state for a great job opportunity. They are officially empty nesters. With college expenses behind them and all three kids off the payroll, the next big...