Understanding Social Security can be confusing, especially when there is a divorce or the death of a spouse. Today we are going to discuss some of the common questions about benefits and ways to maxim

Have you ever wondered if you are putting money in the right place? Today, we are going to discuss the hierarchy of savings vehicles to give you a roadmap for where to put your next dollar of savings.

Welcome to the Retirement Caf! Today we are going to talk about the power of having a statement of financial purpose and how it can help you improve your financial decision-making and well-being.C

Welcome to the Retirement Caf! Today we are going to talk about some of the reasons or excuses that families have for not participating in the Financial Planning process and what you can do to start

Welcome to the Retirement Caf! Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax iss

Warren Buffett once said, "Banking is a very good business if you don't do anything dumb." Well, it makes you wonder about the leadership in some of the banks that have failed this year. Today we are

Welcome to the Retirement Caf! Today we are going to talk about predicting the future and why listening to predictions can be such an issue for so many families.Contact:https://www.averywealth.com/

Albert Einstein once said, Everything should be made as simple as possible, but not simpler. Today we are going to talk about why the overabundance of financial information and technology tools may

Welcome to The Retirement Caf! Today we are going to discuss what is in the new Secure Act 2.0 which is part of the massive $1.7 trillion omnibus spending bill passed by congress at the end of 2022.

Theodore Roosevelt once said, The more you know about the past, the better prepared you are for the future. Every year the market has a way of reminding us of lessons taught in previous years. Today