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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 also associate December with important IRA deadlines. December 31, 2021 is the deadline to take your Required Minimum Distribution (RMD) from certain individual retirement accounts.…

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 exactly is “earnings season,” and why is it important to Wall Street?   Earnings season is the time when a majority of publicly traded companies…

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of being targeted for a scam or a malicious scheme is well-known, and you may be aware of some of the more common or outdated scams.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, however, are increasingly devious. They know that many people are onto their efforts, so they can go to great lengths to trick consumers like you…

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 jarred into realizing the importance of buying life insurance after a close friend or family member has passed away or even after hearing a…

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 and don’t have medicare, you can sign up from October 15th to December 7th of this year. Existing enrollees will receive information including a notice…

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 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 |

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 |

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 |

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 |

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 |

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 |

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…