A Primer for Social Security
The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful saving strategies, and to provide additional resources that may be useful for anyone who is preparing financially for retirement about how to...
Considering the Financial Implication of Retiring and Moving to Another State
Ever since the coronavirus pandemic reached the United States, baby boomers have been accelerating their retirement plans, and many Americans have been migrating to new states. For retirees, the non-financial considerations of a move often revolve around weather,...
Is Prepaying Your Mortgage A Good Financial Decision?
If you’re one of the many homeowners who make monthly mortgage payments, you may have wondered if you should be taking any action to pay off your mortgage faster than planned. Reducing your debt load can be both a financially and an emotionally beneficial decision,...
Your Guide to Choosing a Wealth Management Firm
Choosing to work with a wealth manager can come with many unknowns. Some advisors perform thorough due diligence and regularly vet potential investments before making a recommendation. Others might simply look at how ETFs and mutual funds performed in the past before...
