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May 6, 2021

With thousands of Baby Boomers retiring every year, we’ve worked with this generation quite a bit and have seen the concerns and worries that they have about retirement.

Baby Boomers are looking at a retirement landscape that is quite different than their parents were facing. Many things have changed over the past...


Apr 29, 2021

It’s never too early to begin planning for your retirement, but that doesn’t mean there’s a long list of items to worry about early in your career. Even without the complexities that come closer to retirement, there are some things you can be reviewing and key decisions to be made.

On this episode of My Smart...


Apr 15, 2021

On this episode of My Smart Retirement, Nancy Fleming explains what a Roth IRA conversion is and whether it may be right for you.

Some employers are offering Roth options as part of their 401k options, so some people already have a Roth. One thing to keep in mind is taxes. You need to think strategically about...


Apr 8, 2021

Have you ever regretted something you’ve done in your life? We’re all human, and that means we’ve likely wished things would have been done differently at one time or another.

Today, we thought we’d talk about financial statements people would regret. Thankfully, these are things you won’t hear around our...


Mar 18, 2021

If you talk to anyone working in the financial planning business, they’ll tell you that healthcare costs are one of the most significant you’ll face in retirement. Not only are these costs rising every year, but many people just are doing the proper planning for what could be a major expense down the road.

Once it...