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A Red, Yellow or Green Light for Retirement

A Red, Yellow or Green Light for Retirement

Do you have a red, yellow or green light to retire? We believe that there are two critical data points in planning for retirement: knowing when you can retire and knowing how much money you...

Video Blog: Kristin Mack

Our Fiduciary Relationship

The term "fiduciary" is derived from the Latin word for "faith" or "trust." As a fiduciary, we act solely in the best interest of our clients at all times in a loyal and prudent manner.

The Financial Life of a Retiree

Spending patterns from ages 60 to 95 - It's not as much as you think!

Over the last 30 years, I have had the enjoyment and pleasure of watching people Live More as they age into their 90s. For the most part, our clients age gracefully with more wisdom as the...

Employing Target Date Funds

How should you pick funds for your 401(k) and other qualified plans?

Defined contribution plans such as 401(k) and 403 (b) plans are the most popular employer-sponsored retirement plans in the United States. According to recent statistics provided by the U.S....

Fear the Changes

Should We Fear the Quiet?

Fear the Changes

Back in the years when my children were grade school age, the designated play area was the basement of our home. The area was unfinished, and for the kids, a virtual playground. As a parent,...

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