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04 Oct '22

5 Simple Steps to Financial Freedom

Written by Amy White in Breaking it Down

There can be a lot of confusion around achieving financial freedom, getting from where you are right now to that point where you never have to work another day in your life. What type of compound account should I use?…

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23 Aug '22

Starting a Retirement Plan at Age 50

Written by Amy White in Retirement Planning

How much money do you need to save at 50 to retire with a million dollars? The average income of a 50-year-old in the United States is $77,722. What percentage of that do we have to contribute in order to…

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01 Aug '22

How a Little Planning can go a Long Way

Written by Scott McLaine in Financial Planning

What types of options do I have when it comes to saving for my children’s college education, which is best and why? While the cost of college continues to increase at a torrid pace, there are ways to prepare for…

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19 Jul '22

How Much Life Insurance Do You Need?

Written by Scott McLaine in Breaking it Down, Insurance

Life insurance is rarely a topic that consumers like to think about, talk about — or even do anything about for that matter. Recent statistics show ownership of life insurance policies is at the lowest level in decades: One in…

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07 Jun '22

The Importance of a Family Meeting

Written by Scott McLaine in Insurance

Families meet for many reasons. Birthdays. Holidays. Reunions. Special occasions or merely because they like being together. However, joining for an event specifically designated as a family meeting is less frequent. Yet, it is one of the most important gatherings…

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11 May '22

Do We Need a Financial Plan?

Written by Scott McLaine in Retirement Planning

Do any of these questions sound familiar to you? Can we retire soon or how much longer do we have to work? Should we collect Social Security at age 62 or wait until full retirement age (and what does that…

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Recent Posts
  • 5 Simple Steps to Financial Freedom October 4, 2022
  • Starting a Retirement Plan at Age 50 August 23, 2022
  • How a Little Planning can go a Long Way August 1, 2022
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