Reaching the Summit of Retirement: Mount Everest Analogy

Reaching the Summit of Retirement: Mount Everest Analogy

In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. One of our favorite analogies to use with clients is to compare Surviving Retirement with Climbing Mount Everest. Not only does this align with...
What Should You Do with Your 401(k) When Changing Jobs?

What Should You Do with Your 401(k) When Changing Jobs?

We have seen that our clients are often surprised that they have a few different options to consider as it relates to their employer sponsored retirement plans when they change jobs. This blog post will detail the different options that are available and what our...
Stock Market Commentary April 2025

Stock Market Commentary April 2025

Both February and March were negative which led to a 10% loss for the S&P 500. We would be happy to discuss your personal performance versus the indexes at any time to compare/contrast it, so feel free to give us a call to schedule a review meeting. While being...
Ensuring Peace for Your Beneficiaries Through Estate Planning

Ensuring Peace for Your Beneficiaries Through Estate Planning

In this blog series, we have been discussing various topics to consider when evaluating or drafting your retirement plan. While planning for retirement is important, we also believe you should plan for what happens after your retirement. By this, we mean that you...
Stock Market Commentary March 2025

Stock Market Commentary March 2025

Tax Season is Here! Please remember that if you are working, you can contribute into an IRA for 2024 until the tax deadline on April 15th, 2025. Please let us know if you’d like to make a contribution as soon as possible as it does require some lead time.    ...