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We help individuals and families pursue their ideal retirements.

2020 IRA Deadlines are Approaching

By kyle | February 17, 2021 |

2020 IRA Deadlines Are Approaching Here is what you need to know.   Provided by Kyle Boston   Financially, many of us associate April with taxes – but we should…

Earnings Season Gets Underway

By kyle | February 8, 2021 |

Quarterly financial reports are here.   Provided by Kyle Boston   Every few months, you may hear the phrase “earnings season” as you listen to financial news.   But what…

Modern Day Scams To Avoid

By Bill Aldrich | September 16, 2019 |

The possibility of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams. Today’s criminals,…

Life Insurance, It’s Not For You!

By Bill Aldrich | September 9, 2019 |

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that some try to avoid.  Life insurance can conjure up dark images.  Many people…

Are You Prepared For Medicare Open Enrollment? 

By Bill Aldrich | September 2, 2019 |

If you are approaching the age of 65 or already an eligible beneficiary, open enrollment for 2020 Medicare health benefits starts soon. For new enrollees over 65 or turning 65…

Grandparents Raising Grandchildren

By Bill Aldrich | August 17, 2019 |

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…

How To Handle Market Volatility

By Bill Aldrich | August 11, 2019 |

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…

Bad Idea? Women Leave Money Decisions To Their Spouse 


By Bill Aldrich | August 4, 2019 |

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…

The Unexpected Can Occur At Any Age

By Bill Aldrich | July 29, 2019 |

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…

Baby Boomers Bomb This Question

By Bill Aldrich | July 22, 2019 |

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…

Avoid New Retirement Over Spending 

By Bill Aldrich | July 14, 2019 |

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…

Think Before You Build Your Retirement Dream Home

By Bill Aldrich | July 8, 2019 |

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…