Webinar: Retire or Rewire

Webinar: Retire or Rewire

Overview Bill Love, of RTD Financial, and Rob Croner, of CCI Consulting, explore the following: How to get in touch with your own financial reality (02:56) Can you afford to stop working? Can you pivot to a new career? (06:11) How to sustain assets for the years to come (08:22) Finding your identity in retirement […]

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Webinar: Retire or Rewire
Medicare 101 – What to Keep in Mind When Signing Up

Medicare 101 – What to Keep in Mind When Signing Up

Medicare has been around since 1965 and although it has grown topsy-turvy thanks to multiple Congresses, the program can be easily understood once you remove all the distracting information. Usually, once people are on Medicare, they’re left wondering what was all the fuss about? The apparent complexity arises from the alphabet soup of descriptive letters […]

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Medicare 101 – What to Keep in Mind When Signing Up
Retirement Planning – Beyond the Numbers

Retirement Planning – Beyond the Numbers

As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling!  Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]

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Retirement Planning – Beyond the Numbers

Webinar: Active Career Repositioning in Uncertain Times

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Webinar: Active Career Repositioning in Uncertain Times
Couples Combining Finances

Couples Combining Finances

Joining finances represents a critical juncture for financial decision making that has a lasting impact on a couple’s future financial position and impacts the future stress and tension money can have on a relationship. Here are considerations for couples combining finances . Sharing a Macro Perspective (Seeing the Same Big Picture): Money. It’s one of […]

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Couples Combining Finances
Spring Cleaning for Financial Documents

Spring Cleaning for Financial Documents

Before you clear off your dining room table, putting away those tax documents, take this opportunity to organize your financial records. Whether you prefer a tabbed binder or a digital folder, taking the time to pull together and annually update your financial information will be beneficial in the long run. Not only will it make […]

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Spring Cleaning for Financial Documents
Understanding the SECURE Act

Understanding the SECURE Act

On December 20th, a significant piece of retirement planning legislation was quietly passed into law, incorporated into the spending and tax extenders bill. The Setting Every Community Up for Retirement (SECURE) Act is focused on aiding Americans’ ability to save for retirement. It seeks to address flaws in the system which have contributed to the […]

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Understanding the SECURE Act
The Fiduciary Rule – 2.0

The Fiduciary Rule – 2.0

Last year I wrote about a new regulation introduced by the Department of Labor (DOL) referred to as The Fiduciary Rule. In its simplest form, the rule was to require every financial advisor to act in their clients’ best interest. The rule pertained only to retirement plan participants and IRA investors, although the intent was […]

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The Fiduciary Rule – 2.0
6 Important Questions You Should Ask When Hiring a Financial Planner

6 Important Questions You Should Ask When Hiring a Financial Planner

If you’re considering hiring a financial planner, make sure to raise these six critical questions: 1) What credentials or certifications do you have? The financial industry is notorious for acronyms and abbreviations that can often be quite confusing, leaving you drowning in a big bowl of alphabet soup. The countless degrees and designations some financial professionals […]

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6 Important Questions You Should Ask When Hiring a Financial Planner
The Fiduciary Rule – A Matter of Trust

The Fiduciary Rule – A Matter of Trust

I’ve been fortunate enough to spend 35 years as a financial advisor. Over the years, the industry has evolved from its humble roots in the brokerage and insurance space. Throughout this changing landscape, I’ve been amazed how one simple concept could cause so much controversy; the infamous Fiduciary Rule. The Department of Labor (DOL) introduced […]

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The Fiduciary Rule – A Matter of Trust