As you approach retirement age, there are certain birthdays, 9 of them in fact, that create new opportunities and new actions you need to take!

Have you recently lost your spouse? Did your spouse take care of all the household finances – and now you don’t know where to start? This situation is more common than you think.

Do you think that estate planning is only for the wealthy?  You may want to re-think that idea if you want a say where your assets go when you pass away, or you want to say who’ll provide you with assistance while you’re still living!

What came first: The chicken or the egg? There’s a certain order to things, and the same thought applies to retirement planning. What comes first: The Tool or the Strategy? Stay tuned to find out more!

If you’ve saved for your retirement in tax-deferred retirement accounts like IRAs and 401ks, you’ll have to take Required Minimum Distributions.

Are you, or is someone you know, worried about becoming a “bag lady?” It’s a fear that’s more common than you might think!

What will you do with your 8,000 days… In retirement?

Planning for your retirement years is crucial. If you don’t plan, you’re leaving your money and your future up to chance!

What should you do with your 401(k) when you leave your job?

Why does the stock market mimic a rollercoaster? What can you do today to protect yourself tomorrow? And, just how much does the President and his administration impact the markets?