The Importance of Turning 65

Turning 65 can be a momentous birthday!  An AARP article 5 Things You Need to Know About Finances When Turning 65 provides some potentially useful information about why turning 65…

Continue Reading The Importance of Turning 65

Estate Plan. Do you have one?

After working hard and building a little wealth, it's incumbent on you to do what's necessary to protect that which you have accumulated. There are several ways you can protect…

Continue Reading Estate Plan. Do you have one?

Budget For Retirement Travel

For many people, the dream of traveling in retirement is strong. You may want to plan trips to see your adult kids and grandkids a few times per year, and…

Continue Reading Budget For Retirement Travel