facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Featured Post

Loading Posts...

In The News

Take the Checkup Quiz Today!

Today's Quiz
Travel in Retirement: Part II Thumbnail

Travel in Retirement: Part II

Travel in retirement can be immensely rewarding. While you do not have to see the world to find fulfillment in retirement, traveling beyond your home into different communities and cultures can provide you with rich experiences to learn, expand relationships, renew, and reach new horizons.

Read More
Is it worth the money to hire a financial advisor? Thumbnail

Is it worth the money to hire a financial advisor?

Deciding whether to hire a professional financial advisor requires performing a cost-benefit analysis. Just as you can do your own plumbing without hiring a professional plumber, you can go the DIY route on your finances. But, will things get messy? Some may have a strong financial background with ample time to do it themselves, but others may benefit from hiring a financial advisor that is holistic, tax-focused, and life-focused.

Read More