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 and revisited [...]

What does it mean for people and companies? Is 70 the new 65? It may be, for many Americans are electing to postpone retirement as an effect of the recent volatility in the financial markets. If 70 is the new 65, some workplace changes are worth noting – these trends may be affecting you, your [...]

What can you do to help yourself get pre-approved? Remember when getting a mortgage was easy? Now, you need pre-approval. So how can you increase your chances of passing that all-important test? You want a lender in your corner. Sellers and agents don’t want to waste their time working with a buyer who isn’t pre-approved. [...]