How Much Should I Expect to Pay for College

Let’s face it, with the exception of (maybe) your home, funding college for your child(ren) will be one of the greatest investments you will have made to date. And while changes may soon be around the corner, currently the cost of college continues to rise, far outpacing inflation. One of the most popular questions we receive from parents whose children …

Rethinking Your Career? Yes, You Have Options

These past few months have required all of us to make adjustments to our normal daily routines, no question. But for many of us, these past few months have also created an opportunity for reflection about how we envision our lives and how our jobs integrate with the life we wish to lead. Perhaps this period of self-reflection has led …

All Play & No Work? Explore Alternatives to Traditional Retirement

In our working years, the thought of waking up everyday with complete control of our time, endless relaxation, and minimal responsibilities seems like a dream, a dream commonly referred to as retirement. A time where we are able to do what we want, whenever we want, and with whomever we want. Once we reach this point in our lives, the …

Sequence of Returns Risk Video

Sequence of Returns is a little known risk to your retirement sustainability, particularly in the beginning years of retirement. Learn some strategies which can help mitigate this risk.

Why ‘When’ Can Be More Important Than ‘How Much’ in Retirement

You’ve been good. You’ve scrimped and saved and saved some more and are nearing the much anticipated life transition known as retirement. With ample time, travel plans, and the feeling of freedom, who wouldn’t be excited? However, lurking in the background is one of the more disruptive and less known about risk factors which can significantly impact your retirement sustainability. …

Eliminate the Noise and Focus on What You Can Control

We have heard this concept for years, and while in theory this seems very simple, it is quite difficult in practice. Think about these past few weeks, where a large number of schools and businesses have moved to remote operations, rendering us confined to our home. With nowhere to go, we find ourselves watching the news and scrolling through social …

Coronavirus and Your Investments: Why you Shouldn’t Care

The hysteria surrounding Coronavirus has been populated across our TV’s and news feeds for the past few months, and understandably so. There is currently no vaccine for the virus, and the number of people being infected and dying is increasing every day. The mere fact that there are a lot of unknowns leads to speculation, which can lead to panic. …

Will Social Security Be Around When I Retire?

The Social Security Act was enacted in 1935 as a means to provide a safety net for elderly, unemployed, and disadvantaged Americans. The Act was also to pay financial benefits to retirees over the age of 65, and the payout to be based on the amount contributed via payroll tax contributions. Since its inception, Social Security has been plagued by …