Category: Retirement Planning

FREE Investment Workshop

  FREE Investment Workshop   I am hosting a casual lunch and dinner at Mehlman's Cafeteria in St. Clairsville. I am visiting other clients in the area and wanted to…
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Tax Cuts and Jobs Act: New Tax Over Haul by Republican Lead Congress

Helping you understanding the upcoming changes and better prepare your financial plan and retirement.  Here are a few items from the Tax Plan being put forth by the Republicans. Here…
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5 helpful pieces of retirement advice for women

November 23, 2016
Statistically, some women rely on their partners to manage their family’s finances. Unfortunately, this can cause financial instability if a death or divorce takes place. It’s important for women to…
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Retirement: How to Enjoy the Golden Years

November 21, 2016
One of the many motivations for men and women in the workplace is knowing that they'll eventually enjoy the fruits of their labor once they reach retirement. Instead of delaying…
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3 Reasons to Save for Retirement Now

November 18, 2016
Many people make the mistake of prolonging saving for retirement to avoid thinking too much about their financial future. It can be difficult to set money aside each month and…
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Does your 401k or 403b have what is best for your employees?

A Major firm just went through a lawsuit regarding their retirement plan offerings and fiduciary duty. Does your current plan have any issues that need to be resolved?  Such…
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5 Roadblocks to Avoid in Retirement

November 16, 2016
After spending a lifetime working, many people are eager to retire and enjoy a more relaxing lifestyle that is less demanding. Unfortunately, retirement can often be delayed due to a…
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How to plan your retirement

November 14, 2016
Most financial experts agree that it's never too early to begin planning for retirement. The sooner that you begin to save and invest, the sooner you can retire and live…
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