Archives for May 2015

Three Things Women Need To Do Right Now To Protect Their Retirement

At, we don’t think retiring smart has to be complicated. A few good habits can make the difference between working a part-time job in retirement to make ends meet or spending more time with your grandchildren and taking a cruise each year. Here are three simple things you can start doing today to get […]

Why Women Need To Think Differently About Retirement

Ladies, we know that “one size doesn’t fit all,” and that is especially true when it comes to planning for retirement. When we look to the future and retirement, we can’t think like men. Let’s look at three unique challenges that force women to think differently about retirement: A Longer Retirement Congratulations! If you were […]

What Happens To Your Online Estate After Your Die?

We all know how important it is to create a will that clearly states how you want your estate managed and distributed after you die, but does your will include your online assets? What Are Online Assets?   Before the internet was born, our assets were paper bills, record collections, and vehicles that could be […]

Five Preventable (and Expensive) Mistakes Almost Every New Investor Makes

When you first start investing, it’s easy to get caught up in the daily rollercoaster of the stock market or to give into your urge to “beat” the market by trading stocks on your own. However, study after study shows that the majority of investors would be best served by investing their money into plain […]

Five Mental Money Jedi Tricks to Build Up Your Rainy Day Fund

Most financial advisors suggest that a good rainy day fund or emergency savings fund contain three to six months of average living expenses. If you have a monthly mortgage payment, car payment, and some kiddos running around the house, that can really add up! How in the world are you going to save up that […]

Six Savvy Tips to Spend Less and Save Smart

Who doesn’t want to increase their savings so they can afford a great vacation each year or retire in style at age 55? Here’s a tip: Savings are directly tied to spending. The less you spend, the more you can save. If your spending is out of control, here are six more savvy tips to […]