I recently had the pleasure of attending a clients retirement party after 31 years of civilian service to the military. I have been to retirement parties before, but they never required clearance at security check points and an escort to the ceremony location. We began working on her retirement plans five years ago [...]

It’s All in Your Hands
You have just gone through one of the most challenging and difficult periods that a woman can experience in her life – a divorce. While many things may still be in up in the air, one aspect of your life that you should make sure you’re in control is your finances.
Financial [...]

Are you taking full advantage of your company’s 401(k)?
The 401(k) plan is one of the most widely-utilized wealth creation tools offered Americans. These retirement savings plans have several advantages, including dollar cost averaging, tax savings and tax deferral.  However, one of the most powerful advantages is the company match. If your company offers a match, [...]