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Retirement – Will You Be Ready?
Will you be ready for Retirement? We recently saw a chart that stated that 25% of households, aged 55-64 had no retirement savings, another 24% had saving of $50,000.00 dollars or less., and only 18% had retirement savings of $500,000.00 or more. This is a disturbing finding. And yes, Social Security will be helpful, but […]

College Disrupted: Students Face High Costs and Pandemic Impact
Even in normal times, it can be challenging for families to cover college expenses without borrowing money and/or risking their own retirement security. For the 2019–2020 academic year, the cost of in-state tuition, fees, room, and board at a four-year public college averaged $21,950, and the total for a private college approached $50,000.1

A Letter To Our Clients
Dear Valued Client, I hope that you are feeling well and dealing with all the changes that have so suddenly been presented to us all. Please be assured that during this “crisis” our office is open, functioning and servicing your financial accounts and needs. We are actively doing our work for you and plan on […]