The Importance of Simple Enjoyments

The Importance of Simple Enjoyments

One of my favorite stories is about Jeanne Calment, the woman with the longest confirmed lifespan. She lived in France until the age of 122. In 1988 she was interviewed about meeting Vincent van Gogh in her uncle’s art shop 100 years earlier as a 13-year-old! The part about her story I particularly enjoy is [...]
​Are You Getting All of Your Social Security Benefits?

​Are You Getting All of Your Social Security Benefits?

Social Security is the commonly used term for the federal Old-Age, Survivors, and Disability Insurance (OASDI) program. The original Social Security program was signed into law by President Franklin D. Roosevelt in 1935 on the heels of the Great Depression. Social Security is the foundation of economic security for millions of Americans—retirees, disabled persons, and [...]
Quarter Update and Retirement News

Quarter Update and Retirement News

Quarter Update As we rapidly approach the end of the year, let’s do a quick check-in to see how the various markets across the world performed during the most recent quarter. Despite some unsettling headlines—involving North Korea, hurricanes, and data hacks—world markets continued to post solid gains. In the past, we’ve gotten quite used to [...]
Where Should My Retirement Income Really Come From?

Where Should My Retirement Income Really Come From?

When I began my journey of helping people navigate retirement over 15 years ago I quickly learned one of the most important things for a retiree is knowing that their income will be in their bank account on the specific date each and every month. Sounds simple, and it is for the retiree if the [...]

Lump Sum Result

Lump Sum Calculator The interest rates used for calculating lump sum payouts has just been released and will become effective October 1st for all lump sum payouts. The new rate is .19% higher than the current rate of 4.16%. When interest rates rise, it has a negative effect on lump sum values. Complete the form [...]

Lump Sum

Lump Sum Calculator The interest rates used for calculating lump sum payouts has just been released and will become effective October 1st for all lump sum payouts. The new rate is .19% higher than the current rate of 4.16%. When interest rates rise, it has a negative effect on lump sum values. Complete the form [...]