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Four Retirement Planning Questions to Consider

Four Retirement Planning Questions to Consider

Be honest. Have you ever had the thought, “Am I doing what I should be doing planning for my retirement?”   If so, you’re definitely not alone. It’s common to ask big-picture questions these days, especially when it comes to important issues like retirement...
Getting Your House In Order

Getting Your House In Order

Author Kerstin Driscoll-Witt Sr. Retirement Plan Navigator   With Summer flying by, August is usually seen as the ‘last hurrah’ before school starts again in September. The last month to be outside, breathe and make family memories.    I remember as a little...
Good housekeeping – Beneficiary Designations

Good housekeeping – Beneficiary Designations

As we reach the midpoint of 2024, it’s prime time to evaluate how far we’ve come in achieving our goals. Are we making the progress we aimed for, or are we lagging behind? Perhaps some of us haven’t even begun yet! At the start of the year, many of...
Retirement accounts are bad retirement plans

Retirement accounts are bad retirement plans

What if I told you that you don’t have a retirement plan or that your retirement plan is likely inadequate? Would you be surprised or confused?   Most people get a job, sign up for benefits because it’s part of starting the job, and then check their retirement...
Be Better with Your Money in 2023

Be Better with Your Money in 2023

As we embark on a New Year, this is the time we all begin to take stock of where we are, and we think about ways to improve our overall lives and well-being. What can we do this year that we may not have gotten around to last year? How can we be better?   Outside of...