Sharing Our Thoughts and Insights


Retirement Planning and What Women Do Right

The good news is that that women are doing so many things right when it comes to retirement planning, and as you will read in this article by getting involved early in their finances, they can potentially offset some of those challenges and set themselves up for a more successful savings outcome.

Why Do People Work?

As you start to consider retirement, it is important to give some additional thought to your reasons for working. This short video speaks to the many reasons people work.

The Fears and Anxieties of Retirement

Americans are seemingly in a constant state of worry about their finances and financial well-being, according to a Northwestern Mutual Planning and Progress Study. The study reported that 85% of the respondents felt some form of financial anxiety.

What Can We All Learn From FIRE?

Many of you have undoubtedly heard of the FIRE movement by now. Financial Independence, Retire Early (FIRE) is a movement dedicated to a program of extreme savings and investment that allows proponents to retire far earlier than traditional budgets and retirement plans would allow.

Promising Yourself to Live a Better Life

Tracy L. Sherwood, CFP® Resolve to save more, pay down your debt, improve your diet, and exercise more all made this list of Top 10 New Year's Resolutions. What is a New Year's resolution anyways? A promise or vow to yourself to live a better...

Year-End Money Moves

Tracy L. Sherwood, CFP® There's still time to make 2018 a little more lucrative. Rather than starting 2019 with another financial resolution, Sharon Epperson's host of CNBC Digital video series, "Retire Well" and "Your Money, Your...