How Loneliness Can Shape Your Financial Plan
When my neighbor John recently lost his wife, my heart ached for him. I couldn’t imagine the pain he was going through, especially since he’d... more
Strengthening Your Marriage in Retirement and Beyond
Retirement is one of the most treasured seasons of our lives. After working hard for decades, it’s a time to shift gears away from work... more
What A Christmas Carol Can Teach Us About Leaving a Legacy of Joy
The holiday season is upon us, and 2020 has given us plenty to reflect on. It’s been a year of extreme ups and downs, but... more
Is Now the Right Time to Sell Stocks and Go to Cash?
2020 is certainly turning out to be a year for the books. It’s clear after speaking to many families all over the country that they... more
Why Now Is a Great Time for Roth IRA Conversions
Living through this pandemic is certainly putting things in perspective. Our health and our loved ones have never felt more important as we reevaluate what... more
How the Coronavirus Stimulus Bill Affects You
With the massive $2 trillion coronavirus stimulus package signed into law, Americans are breathing a collective sigh of relief. While it certainly won’t solve the... more
Shedding Light on the Coronavirus Pandemic
As more and more folks wisely observe self-isolation and social distancing during this time, we wanted to take a moment to call out some new... more
What the Coronavirus Means for Your Investing Plan
The coronavirus is continuing to make headlines as more and more new cases are documented. Panic hit a fever pitch this week when news broke... more
How the SECURE Act Is Overhauling Retirement Planning
Some pretty big retirement planning changes are officially underway, thanks to new legislation that was passed at the end of 2019. The Setting Every Community... more