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From time to time we will post information we believe is useful and relevant in helping you achieve your goals.

 

Tuesday, September 19, 2017

Have you been affected? If so, how can you try to protect yourself? Provided by Scott Showers On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the...

 

Friday, June 30, 2017

America’s birthday is approaching! I wish you and your families a wonderful Independence Day, filled with good times, great food, and all the best “Fourth of July” traditions – including fireworks! Enjoy the...

 

Thursday, June 15, 2017

Choosing A Beneficiary For Your IRA Or 401k Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of...

 

Friday, June 9, 2017

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should you roll the money over into an IRA or into your new employer's retirement plan? As...

 

Monday, June 5, 2017

Give those dollars the opportunity for further tax-deferred growth. A big payout leads to a big question. If you are taking a lump sum pension payout from your former employer, what is the next step for that money? It will be integral...

 

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Monday, May 29, 2017

Memorial Day 2017 As May ends, the nation will honor the men and women who gave all while serving in this country’s armed forces. Memorial Day is Monday, May 29 – a day to show awareness and respect for their service and...

 

Monday, May 29, 2017

Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should. Think of the...

 

Tuesday, May 9, 2017

An Inherited IRA Here are some things to consider when you receive IRA assets. Provided by Scott Showers Be sure you understand your options. When the owner of an IRA passes away, his or her heirs must be aware of the rules and...

 

Monday, May 8, 2017

Should Women Strive to Work Past 62? The argument for doing that is pretty convincing. Every now and then, you read an article about a woman past the age of 65 who says she loves her job and will “never...

 

Wednesday, March 8, 2017

The following story was written by Pulitzer Prize winning journalist, Tom Hallman. I happened to find the story while exploring the AirCorps Aviation website and thought you might enjoy the story also. By Tom Hallman Jr. | The...

 

Sunday, February 12, 2017

They Told Me His name was Reggie The following is a fictional story my wife recently shared with me that demonstrates the capacity we as humans have to love and be compassionate. The story also speaks to some of the problems our folks...

 

Monday, January 30, 2017

How much can you contribute to an IRA or workplace plan this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs...

 

Sunday, January 22, 2017

Small Business Owners are taking a new look at old-school defined benefit plans. Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses...

 

Wednesday, January 18, 2017

You may have a college age young adult child or grandchild heading back to school after the long holiday break and there are some key things you should do for that student, which often gets overlooked. There are two estate planning...

 

Tuesday, December 13, 2016

Mexican Fisherman Meets Harvard MBA A friend of mine shared this story with me and it really hit home. It is vitally important that we all align our deeply held beliefs with our most important goals and this story illustrates that fact...

 

Tuesday, November 8, 2016

We are going to continue focusing on the things within our sphere of influence and control as it pertains to your identity. In a prior installments we discussed protecting your identity, and protecting your "Digital Estate". This time...

 

Monday, October 10, 2016

What Is Your Digital Estate? If you die, what happens to your email archives, your social media profiles, and your online accounts? I’ve heard that the average person has as many as 40 accounts requiring a password and that a...

 

Wednesday, September 7, 2016

Mark Little is a former financial advisor who developed a systematic process for delivering fully comprehensive financial services to clients looking for more than just investment management or "financial planning lite". Mark talks a...

 

Wednesday, August 31, 2016

Create your own personalized financial strategy from a point of inspiration based on what's important to you. Align your financial choices with your deeply held values and important goals by using the Values Based Philosophy.

 

Tuesday, August 2, 2016

A huge shift is underway, with the client in mind. Provided by Scott Showers A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial professionals are...

 

Friday, October 31, 2014

Market VolatilityThe volatility of the stock market is in the news yet again and from what all of the so-called experts seem to be saying, this type of volatility will be the new normal. The Federal Reserve just ended their...

 

Friday, February 21, 2014

The video below is a clear message of why it is so important to plan for retirement. Please watch this two minute clip and make a commitment to begin the formal retirement planning process now, if you have not already done so.