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We help individuals and families pursue their ideal retirements.

Grandparents Raising Grandchildren

By Bill Aldrich | August 17, 2019 | 0 Comments

Raising children is something often done by parents in the prime of their life, typically between the ages of 20 and 50. By the time retirement comes around, most of the children are off on their own, leaving the parents to finally take a well-deserved rest. Aside from occasional contact with their young grandchildren, grandparents…

How To Handle Market Volatility

By Bill Aldrich | August 11, 2019 | 0 Comments

Looking back at the past few weeks, the market has made some investors nervous.  Market volatility can lead to some serious stress but what are the best ways to respond to this uneasy feeling?  When dealing with market volatility, it’s important to keep several things in mind to avoid making major mistakes. Have a Plan…

Bad Idea? Women Leave Money Decisions To Their Spouse 


By Bill Aldrich | August 4, 2019 | 0 Comments

When couples get married the finances are typically left to one person. It is rare for both parties in a marriage to handle the finances together. In some cases, it is the wife that is leaving the husband to handle all financial issues. This may be common in some relationships, but it is not exactly…

The Unexpected Can Occur At Any Age

By Bill Aldrich | July 29, 2019 | 0 Comments

This topic is not comfortable for everyone to talk about but planning now can make a world of difference later.   More than a third of long-term care residents are younger than 65 years of age. This statistic reminds us that we should prepare for the future, and the earlier you start preparing, the better. …

Baby Boomers Bomb This Question

By Bill Aldrich | July 22, 2019 | 0 Comments

With all of the day-to-day demands on your finances, sometimes it is difficult to have a strong grasp on what your overall financial picture really looks like. While many people may be very in tune with one segment of their financial life, you may be inadvertently neglecting other parts. One often-overlooked financial aspect is retirement…

Avoid New Retirement Over Spending 

By Bill Aldrich | July 14, 2019 | 0 Comments

You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire! You’re done working 40+ hours a week and ready to enjoy the money you’ve been saving for years. Slow down for a minute, though. It can be tempting after working for so many years to start…

Think Before You Build Your Retirement Dream Home

By Bill Aldrich | July 8, 2019 | 0 Comments

Building your dream home for retirement is not an uncommon goal many Americans have. However, just because it’s a common dream doesn’t mean it’s an appropriate dream for a large portion of the population. Sure, you may have several hundred thousand or a couple million in your retirement accounts. You’ll still want to think before…

Your 2019 IRA Guide

By Bill Aldrich | June 29, 2019 | 0 Comments

When it comes to retirement savings, one of the best options available to those who don’t have a workplace retirement plan is an IRA. These savings vehicles allow for future retirees to save up to $6,000 per year in a tax-advantaged manner as of 2019. Those who have reached age 50 can add another $1,000…

Is Your Pension at Risk?

By Bill Aldrich | June 23, 2019 | 0 Comments

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after retirement. It may also make him wonder whether his retirement benefits will be available when he is ready to collect. The Future of Pensions Those…

Take a Summer vacation… for your mental health!

By Bill Aldrich | June 23, 2019 | 0 Comments

The Forty-hour work week paired with a busy schedule tends to be a recipe for stress and burn out. While practicing daily self-care in small increments is an important piece to preventing burn out, periodically taking a prolonged break from our responsibilities and stressors is equally as important. According to Dr. Krauss of Psychology Today,…

Probate & Your Retirement Accounts 

By Bill Aldrich | June 17, 2019 | 0 Comments

Planning for retirement allows for many considerations and avoiding Probate is one of them.  The good news is if you own a retirement account and have named beneficiaries, the account does not have to go through the probate process in most cases. Avoiding probate should be one of the goals of proper estate and retirement…

Bill on Big Changes to U.S. Retirement System Moves to Senate

By Bill Aldrich | June 2, 2019 | 0 Comments

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) recently passed in the House of Representatives by a margin of 417-3 last Thursday. The bill is slated to be successfully ratified into law by the U.S. Senate later in the year in a rare moment of bipartisanship. The SECURE Act marks the most…

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