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May Market Commentary
“Oh my mama told me there'll be days like this...”- Days Like This by Van Morrison (1995) There is an old saying, “in like a lion, out like a lamb.” It is usually associated with the variability of spring time weather but in the case of April’s investment markets, it may take on a new meaning. April started like a...
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3 Quick Tips on How to Manage Your Money
31 Days of Financial Wellness
You hear a lot about the value of keeping physically fit, but do you keep your money in shape too? Financial wellness...
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Tax Planning for Retirement: The Long Game
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Cash Flow Planning When Approaching Retirement Pre-retirement planning is one of the most challenging stages of the...
What happens to your retirement plan when you change jobs?
So, you landed the new job, you’re excited, going through all the job-related changes, getting up to speed, and more –...
TRS-Care, Medicare and TRS Annuity Options
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Do you know what a financial advisor is responsible for?
Financial advisors work to understand your unique situation and create recommendations centered around financial...
The Most Common Budgeting Mistakes
While it’s easy to envision a budget, it can be very difficult to actually stick to it and carry out your plan. Here...
Create a personalized comprehensive retirement plan
You were looking forward to your retirement. When that day comes, you hope you've saved enough money to cover your...
Credit is a Powerful Financial Tool – Use it to Your Advantage
How do I pick a financial planner for retirement?
Consider asking your financial planner how they get paid and if they are a fiduciary. Then meet with them to discuss...