Articles of Interest

Title: The Family Conversation: Addressing Your Health Care Needs in Retirement

Date: February, 2019

Description: Most people are aware that life expectancies are on the rise, but we put off thinking about getting older and or paying for health care for a prolonged period. Asking yourself (and your family) questions about physical, financial, and legal matters is a helpful starting point. Those conversations can lead to building an action plan.   

To get you started, we've prepared some questions for you to consider. You can print the My Plan worksheet and fill in your responses in the space provided to share with your family. If you need help, we can help guide you through the thought process.   If you are unable to print the form, please give us a call and we will mail it to you.

Please share your information with us - we'd like to know your responses, too.


Title: FAQs about Social Security Retirement Benefits

Date: January, 2019

Description: Social Security benefits, which last as long as you live, provide valuable protection against outliving savings and other sources of retirement income.   

Did you know that you can receive personalized estimates of future benefits based on your real earnings and review your earnings history when you create a "my Social Security" account?  To create an account, go to


Title: What Kind of Charitable Donor Are You?

Date: December, 2018

Description: Charitable giving in an important piece of many estate plans.  To help you decide how to incorporate charitable giving into your estate plan, let's look at some of the most popular options. 


Title: Buyer Beware

Date: November, 2018

Description: Online shopping may be a convenient way to find deals but it’s important to protect your identity and financial information.

Title: Countdown To Retirement

Date: October, 2018

Description: Planning Well Ahead of Time


Title: Capturing a Lifetime of Memories

Datae: September, 2018

Description: A Self-Interview Guide


Title: Basic Estate Planning Documents

Datae: August, 2018

Description: Basic Estate Planning Documents


Title: Emergency Funds

Date: July, 2018

Description: Preparing for the Unexpected


Title: Retirement Income Planning

Date: June, 2018

Description: The Total Return Approach Vs. the Bucket Approach


Title: Preparing for Medicare Enrollment

Date: May, 2018

Description: Medicare decisions before you turn 65


Title: Baby Boomers on the Move

Date: April, 2018

Description: What to Consider If You Are Planning to Relocate


Title: Tax Season 2018

Date: March, 2018

Description: Investor360°® Makes Tax Time Easier


Title: What Does the Market Decline Mean for You?

Date: February, 2018

Description: Information on the latest market decline.


Title: Organizing Your Finances

Date: February, 2018

Description: Before and After Personal Loss


Title: Creating A Budget

Date: January, 2018

Description: Write down your financial goals


Title: A Financial Checklist You Can Handle

Date: December, 2017

Description: Financial tips for every month


Title: A Unique Solution for Funding Long-Term Care Expenses

Date: November, 2017

Description: Paying for Long Term Care


Title: After The Last Paycheck

Date: October, 2017

Description: You’ve been looking forward to retirement for most of your working life. Maybe you’ve been anticipating relaxing on a beach, traveling, or writing a book. You might have great plans for your retirement, but do you have a financial plan that makes it all possible?


Title: A Seven-Point Checklist for Your Estate Plan

Date: September, 2017

Description: Review and update your estate plan, using this checklist..


Title: Caring for an Aging Parent

Date: August, 2017

Description: Suggestions on caring for aging parents.


Title: Emergency Funds

Date: July, 2017

Description: Establishing and maintaining an emergency fund.