If you are blessed enough to still have a pension, you will come to know that you have options on how you can take the pension. Find out the pros and cons of the options available to you. Schedule you

A well-diversified portfolio is vital to any investor’s success. As an individual investor, you need to make sure your asset allocation best conforms to your personal investment goals and risk toleran

As you approach retirement, it is critical to have a plan around how to take income to replace your current standard of living. Do you have the proper investment strategy to withstand withdrawing the

When preparation meets planning, little luck is actually needed! Find out why planning the loss of a spouse is more than just a life insurance policy. Resources - "Understanding estate and insurance d

When preparation meets planning, little luck is actually needed! On this episode of Consider This Program, we will talk about our Investment Playbook and several other crucial factors you need to thin

Little luck is actually needed when preparation meets planning! On this episode of Consider This Program, we will talk about our Investment Playbook and several other crucial factors you need to think

An unexpected or early retirement can bring a major headache of finding affordable health insurance until you turn 65 and can qualify for Medicare. If you find yourself in this situation, there are wa

For many, parents are the guiding lights of the first portion of our lives. They make sure we eat healthily, set us up for doctor and dentist appointments, and otherwise work to help us make the best

For many, parents are the guiding lights of the first portion of our lives. They make sure we eat healthily, set us up for doctor and dentist appointments, and otherwise work to help us make the best

Are annuities good, bad, or ugly? It depends on your needs and the type of annuity. Find out all you need to know about annuities on Consider This Program. Schedule your complimentary Next Steps meeti