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Jun 17, 2021

As we head into this Father’s Day weekend, we wanted to first stop and appreciate all of the dads out there. It takes a lot of work to play that important role in a child’s life and Nancy has a story she’ll share about her wonderful dad.

Now, let’s talk about financial planning. This conversation takes on an...

Jun 10, 2021

Today we’re answering your questions about all things retirement and financial planning. Let’s jump into it.

Jim retired last month and wants to do part-time work, but he heard this can mess up his Social Security. Is that true?

This is a common question we get. If you retire prior to your full retirement age and...

Jun 3, 2021

Today, we’re focusing on financial decisions people made in the past that they regret. One of the biggest mistakes people regret is that they start living up to the amount of money that they made. It’s known as lifestyle creep. As your income increases, you spend more instead of saving more.


You need to ask...