3 Mistakes Parents Make When Planning for College

  Planning for college is a huge financial decision. There are also many emotional components tied to this endeavor, whether it be the students desire to attend school with your friends, attend their parents’ alma mater, or to be accepted into their dream school (even if this school comes with a significant price tag!). Because of the way many parents …

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. …