PROFESSIONAL FINANCIAL ADVICE IN BLOG FORM

For many years, long-term bonds were seen as a safe and reliable part of any investment portfolio. They provided steady income, helped protect against market swings, and formed the backbone of the traditional 60/40 stock-to-bond strategy. But in today’s economic environment, that approach no longer holds up—and investors need to rethink their strategy.

Use these basic principles to calculate your retirement number, find out if you're on track with saving, learn what to watch out for in your planning, and take your next steps to develop a clearer vision for your financial future and the timeline to get there.

Many people forget to do something with their old 401k and end up doing nothing. Let's look at the options to help you make better choices.

Hello again! I am back this week to go into a little more detail on why I usually recommend a Roth vs Traditional IRA for most people.

Many people think that if they just max out their 401(k), they will be set when it comes time for retirement. But I think you can do better.

This week we're moving on to Phase 2, Debt, Retirement, & College. Even if you're still working through the first phase, keep reading... thi

Financial Plan | What you Should Do Step by Step | This 3-part series takes you from the basics to the advanced.