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Jul 15, 2021

To understand how retirement planning has changed in recent years, you have to look no further than the demographics of today’s retirees.

It’s a topic that you’ve probably read about or discussed in some form, but how much have you noticed it impacting your retirement plan? On this episode of the podcast, we want...


Jul 8, 2021

The idea of retirement planning is one that comes to fruition over the course of many, many years, and it’s always a wonderful thing to see.

That’s why we wanted to share the story of someone we know, who we’ll call Beth on this episode. She’s someone that we spoke to recently about the life her and her husband...


Jul 1, 2021

We’d all love to be able to go back in time and apply the lessons we’ve learned through experience, but of course that’s not possible. What we can do, however, is use the information we’ve gained and apply that to our decision-making moving forward. This is very true of financial planning as well.

The reason we...


Jun 24, 2021

Today, we’re sharing some financial proverbs that you’ve probably heard before. We’ll explain how they can help your financial situation.

A bird in the hand is worth two in the bush

It’s better to have the thing you know you have, versus the potential of what you might get. People often think about this in terms...


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...