February 28, 2020

Downsizing? Don’t Forget About Changing Your Insurance Coverage Too

Each cycle of life brings its own considerations when it comes to protecting your assets. If you are considering downsizing, you will want to talk to your insurance broker about what that change will mean to your insurance coverage. Whether you are buying a smaller home or renting, or selling valuables or gifting them to family, this new phase also brings new situations to consider. Renting vs Buying a Smaller Home If you are like our typical clients, you are […]
January 7, 2015

Four Changes to Retirement Savings in 2015

Do you make a New Year’s resolution to better manage your money in 2015? If so, we hope retirement savings will be a part of your plan. Retirement products continue to evolve, and it is important to understand how these changes will help you achieve your goals. The following are some of the changes to retirement savings in 2015: 1) myRA – There is a new Roth IRA account that is not connected to an employer. The program is available […]
November 4, 2014

Women Are Gaining Ground in Retirement Savings

In a recent article on, Vanessa De La Rosa outlined the findings of a recent study on the gender gap in retirement savings. Women have historically trailed behind men in their retirement savings levels, but according to the 5th Annual Transamerica Retirement Survey, the disparity is narrowing. Click here to read the full article. offered the following revealing infograph. How do you feel about the state of your retirement savings?
September 17, 2014

10 Cities to Leave Off Your “I Could Retire There” List

Most of us at some point in our lives begin to daydream about that perfect retirement spot. For some it is located near grandchildren, for others the first priority is warm weather. Regardless of the details of your vision, choosing a place where you can afford to retire is imperative. WalletHub recently released a report based on its study of 150 American cities, ranking each area on retirement desirability based on criteria over five categories: affordability, activities, quality of life, […]