Sep 25, 2020

It’s probably the most asked question to any financial advisor, “how much money do I need? Is there a magic number?” First, everyone’s situation is different so everyone’s “magic number” will be different. There is no one standard that says once you have saved "X" amount of money you can retire. You...

Sep 18, 2020

What would you be willing to sacrifice in exchange for retiring ten years sooner than planned?  According to a new Finance-Buzzsurvey, a third (32%) of Americans would give up shopping for two years.  A fourth (26%) would agree to quarantine for an additional six months.  And 8% would even give up the family pet!  What...

Sep 14, 2020

A recent study by CreditCards.com found that roughly 13 million people have either a bank account or a credit card that they’re hiding from their spouse.  How can having financial secrets hurt our portfolios? 

If you have questions, concerns or FEARS about planning for your retirement, call Steve today for...

Sep 4, 2020

The Motley Fool says one of the best ways to get through a recession is to have multiple sources of income. The #1 fear of planning for retirement is running out of money. So, how can you avoid this?  If you have a pension, will it be there when you really need it? What other sources of income can you create...