News & Updates

How Much is Enough?

Most Americans haven’t saved enough for retirement. A recent article on Yahoo Money states “1 in 4 have no retirement savings.”  Clearly $0 in retirement savings is not enough, so just how much is “enough”?

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The Psychology of Saving for Retirement

If you have ever wondered why saving for retirement feels so difficult, this week’s article may be helpful to you. The article explains, “Psychology is often just as important in personal finance as are the

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Independent Living

Sometimes when we think of our later years in retirement, we forget to reflect on what savings we will need beyond the monthly costs of healthcare, rent, food, etc. at an independent living facility. We

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Tips for Saving Money After Retirement

We thought to share this week’s article with you because it discusses 27 tips for saving money after retirement. It’s important to remember that “it’s never too late to save, even after retirement.” The author

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Capital Gains Taxes Explained

We’ve received calls asking to explain capital gains taxes so we thought this week’s article might be of interest. It tells us, “There are two categories of capital gains: short term (assets held for a

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Savings By Age

We enjoyed reading this week’s article because it provides useful information that applies to the different generations in any family. Saving money is an interesting conversation because while it usually involves the idea of needing

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Saving Vs. Spending

This week’s article asks the question, “When do you stop saving and start enjoying the fruits of your labor?” We could help you understand at what age you can start to transition from saver to

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We Have An Idea

This week’s article includes 4 ways for us to prepare and save enough to retire in 10 years. But we have the 5th idea, not mentioned in this article! As you accumulate savings meant to

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