Hot Topics, From Our President

Top 10 Blogs of the Year! {Which was your Favorite?}

It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read...

Hot Topics, From Our President

10 End of Year Planning Tips

I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new...

Retirement Planning, Hot Topics, From Our President, Refinance

Is it Time to Refinance?

In the past couple of months, mortgage rates have been declining yet again. Today, you can find 30 year mortgages...

Retirement Planning, Hot Topics, From Our President

What the Proposed SECURE Act Means to You – 9 Major Changes

Recently, I’ve gotten a few questions about the proposed SECURE (Setting Every Community Up for Retirement Enhancement) Act that the...

Hot Topics, Taxes, From Our President

Tax Refund: Money You Don’t Want

It’s that season again. I’m talking about Tax Return season. If you’re like me, you frantically gather all those tax...

Retirement Planning, Hot Topics, From Our President

10 End of Year Planning Tips

With yearend upon us, life can get quite hectic. We’ve got vacations, holidays, and quality family time to juggle. While...

Retirement Planning, Hot Topics, From Our President

12 End of Year Planning Tips

With year-end quickly approaching there are only a few more weeks to get those last minute planning items taken care...

Hot Topics, From Our President

Navigating the Chemours Deferred Compensation & RSP Restoration Plan

Right now, the Chemours (and several others) Deferred Compensation and RSP Restoration Plan are in an open enrollment period. ...

Hot Topics, From Our President

The Dow/DuPont Merger: What to Expect

There is little doubt - mergers can be frightening. Below is a list of what to consider, expect, and formulate...

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