How to Have a Healthy Money Outlook
…Are you optimally employed? Has it been a while since you received a raise? Do some research and start negotiating if you find you’re not being compensated fairly (or consider…
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How to shift from saving to spending in retirement
…it comes to health care expenditures. Depending on your situation, it could make sense to invest a portion of your retirement portfolio in long-term care insurance. Plus, there are Social…
Is your policy’s coverage enough to protect you?
…them as vacation getaways, having multiple properties in your portfolio can pose unique complications when it comes to homeowners insurance. Review your situation with a fine-toothed comb to properly insure…
What does a solid retirement plan look like?
…important to be prepared for all this transition will entail. A good retirement plan should have a solid strategy and leave room for flexibility. It should also be regularly reviewed…
3 Ways to Maximize the College Tour Experience
…the coming months, a tour of prospective campuses may be on your agenda. Here are a few strategic tips to help you compare higher education choices and get the most…
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No events are currently scheduled but we will have more upcoming events soon! Need help with your financial planning? Call us for a FREE consultation! Call (855) 904-REAP Each of…
Estate Planning Details to Keep in Mind
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Do you know about good debt?
…the future — especially if the financed amount is significant. Examples: Home mortgages, student loans and small business loans are typically viewed as good debt. Bad Debt The worst kind of debt is…
Read moreHorizon Investments: Risk Assist Explained
…our wealth comes with market fluctuation and potential risk, so we need to be flexible. Horizon Investments seeks to manage against every day market ups and downs with asset allocation….
Read moreWhat’s your retirement spending strategy?
…goal in common: Don’t run out of money. Have you thought about how much you want to withdraw each year after retirement? Having a solid plan in place will not…
