Are You Prepared for a 30 Year Retirement? The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you'll need to estimate your lifespan to determine how much money you'll need to retire comfortably. Many pre-retirees speculate on [...]

Financial Basics for Millennials Millennials face financial challenges that are unique to their generation. One of the first steps in overcoming them is to understand some basic financial concepts. With age comes responsibility, so if you're a young adult in your 20s or 30s, chances are you've been introduced to the realities of adulthood. While [...]

August is National Make a Will Month A timely reminder of the importance of protecting your savings, home, and family through comprehensive estate planning. I recommend you take advantage of our complimentary estate planning consultation to determine which plan is right for you. Don't wait for life's uncertainties to catch you off guard. Your family's [...]

Ready to Flip? Improve Your Investment Property with These ROI-Friendly Tips 469954-1 As an investor, you want to maximize your return on investment (ROI). But what are the best ways to improve the look and value of your property without breaking the bank? Wealth Planning by Bob Chitrathorn has compiled a list of tips and tricks that [...]

How Emotional and Behavioral Barriers May Impact Your Investing Decisions Ah, Money. The word leaves you with a positive or a negative feeling when you hear it. The feeling we get from money, and investing, has deep roots inside our emotions, although we may not understand why. Behavioral science explains why we make our investment [...]

It's Never Too Late to Improve Your Financial Awareness    Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up with your [...]

August College Newsletter Hello, First, here are some fun August facts: Did you know that August was originally named Sextilis? That is why August is named after the Roman Emperor Augustus. Originally, August did not have 31 days. The Perseid Meteor Shower occurs in August. August has two birthstones: peridot and sardonyx. August also has [...]

Do You Know What Type of Investor You Are? Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that [...]

10 Questions to Ask When Relocating in Retirement Did you know that 40% of workers today plan to move to a different city or region after they retire?[1] This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, [...]

The Sequence of Returns Risk in Retirement Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that troubling; they’ve got a long time to ride out potential downturns. But for recent retirees, an ill-timed market downturn can have a negative [...]