Financial Planning

Retiree with his convertible

Four Keys To Retirement Security

By | Financial Planning, Retirement Planning, Saving & Budgeting | No Comments

“They went to work every day and built a life for themselves, put money away in a savings plan and paid their taxes. And then they got divorced or hurt on the job or sick or widowed or just plain unlucky — and found themselves in the same boat as millions of Americans who are now approaching retirement with most of the financial props knocked out from under them.”

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Employer Benefit Open Enrollment

By | Financial Planning | No Comments

Many employees are currently in their open enrollment period where they can update their choice of employee benefits. Here are a few things to consider when you’re selecting your benefits. Medical insurance Some things to consider: Make sure the plan covers the services you need: preferred doctors, medications, mental health,…

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