Retirement

Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down…

Insurance

Medicare Enrollment Options for 2017-18

A summary of what you need to know. Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. >> Oct. 15-Dec. 7,…

Financial Planning

Financial Health

Written by: Clinton Brown CFP®, ChFC, CLU, CASL®, CAP® Most people use financial planners very much like they use doctors – it takes some sort of a serious event to prompt a visit to the office. Patients typically visit…

Retirement Videos

A Look at Self-Directed Brokerage Accounts

Some retirement savers choose this option in their 401(k) plan.     Ever hear of an SDBA? That acronym stands for self-directed brokerage account. If you are enrolled in a 401(k), 403(b), or 457 plan, you might want to…