Many people have gone through the process of completing an estate plan and then never think about it again.  If you’ve gone to the trouble of making an estate plan, it’s important to periodically go back through it and make updates.  Let us know if we can help in any way!

Taking Social Security is a big decision that can significantly impact your retirement earnings. It’s hard to optimize your Social Security perfectly unless you can predict how long you’ll live; however, there are some things to consider when making the decision. Let us know if you’d like to discuss your options!

We meet with many participants who are signing up for their retirement plans at work. It should be easy to get started with a retirement plan, but not every employer provides a strong education process for sign-up. For many participants, that could result in not saving for retirement with the benefits of the company plan.  This video provides general information participants should know when preparing to sign up for their company retirement plan.