The path to a successful retirement starts with creating an overall plan

To live an abundant retirement lifestyle, you can no longer rely solely on a company pension plan or Social Security.

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Financial education for kids

When it comes to teaching kids about money, the best piece of advice I can give is… the sooner the better.

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How to Break Bad Money Habits

Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.

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Developing A Financial Fitness Program

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you’ll ever buy in your lifetime is your retirement.

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Retirement: You’re at the Helm

People who are living comfortable retirements today typically count on income from employer plans, Social Security, their own investments, and sometimes profits from selling their homes to anchor their financial security.

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Top 5 Fears Heading Into Retirement

After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”

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