Check out Charisse’s latest article, The Biggest Retirement Mistake Of My Life, published in Forbes. It’s a great client story that you may find some similarities within based on your own personal financial situation. Also, Charisse shares her 5 helpful questions to ask when searching for a financial professional. Read More...

It’s not surprising that, according to the American Time Use Survey, retirees enjoy 7-8 hours of leisure time per day. Your newfound free time in retirement is equivalent to a traditional workday in the office. Only, you might be able to squeeze in a few more naps and hours of television than you could when [...]

Winter is now coming to a close, and spring isn’t too far off in the distance. Over the weekend, we moved the clocks forward for daylight savings time. Although you may have lost an hour of sleep, you can’t argue with having those extra hours of daylight. Whether you’re approaching retirement or already retired, most [...]

You’ve worked hard your entire working career to save enough money for retirement, but will it be enough? Did a simple mistake along the way crush your savings? Almost everyone has heard, at least once in their life, the phrase “a penny saved is a penny earned” but not too many people have actually lived [...]

PYEONGCHANG 2018 | Getty Images Imagine training your entire career for one moment, one chance to perform at your very best. You had your entire routine down, but somewhere along the way in your planning, you forgot to sharpen your outside blade of your skate. Next thing you know, you caught an edge on your [...]

According to the National Retail Federation, this year’s Super Bowl spending surpassed $15 billion in America with an average spend of roughly $80 per fan. The Super Bowl is a national event, even for folks who aren’t fans of the sport. Whether it was on food, beverages, team apparel, TVs or decorations, you likely put some [...]

Source: Factset The post-recession bull market is starting to slow down as evidenced by yesterday’s worst single-day point decline in Dow history. The previous record was set on September 29th, 2008 when the Dow fell 777 points. Now, it’s more important than ever to make sure that your retirement plan is ready for anything. By [...]