Our Blog

Are you newly retired? Here’s what to know about a lump-sum payout.

Do you have an emergency cash fund for retirement purposes? Learn why it’s a good idea to be prepared.

Thinking about hiring a financial advisor? Whether it’s for one time or full-time, find out when and why you should hire a financial advisor. Learn more.

Is early retirement your goal? Learn what it takes to retire early with enough savings, and what you can be doing now to set yourself up for success.

Looking to retire in a pandemic? Planning for retirement, even in a time of disruption, doesn’t have to be scary. Read on to learn more.

Need information that can help you make rational financial decisions in this time of mounting uncertainty? Join us for our next webinar on September 15, 2020.

Is now the time for international investments? Eric Oh, CFP®, ChFC® provides some insight.

The FTC has gotten complaints of thousands of cases of fraud related to COVID-19 – totalling millions of dollars in reported loss. What types of scams are out there, and what can people do to protect themselves?

In April, Unemployment numbers were at 14.7%, the largest number since WWII, with more job losses to have followed in May. But the stock market is still bouncing back. What is the explanation for this? and will things be as bad as it was during the 2008 market crisis?

During uncertain times having a financial backup plan can relieve a lot of stress and keep your mind at ease. Here are some lessons we can take from the crisis.

With all of the changes that are happening on a seemingly daily basis, is there anything that investors - or really anyone - can take advantage of right now? Rob Chatterton offers his top five opportunities that may apply to you or someone you know.

In this coronavirus update, we discuss the federal stimulus package, and address your questions about how coronavirus has affected your investments and the economy.