October Is Financial Planning Month

As a nod to National Financial Planning Month this October, we would like to share three money moves that align nicely with this time of year.  Some of the soundest financial advice is the advice that has stood the test of time. Consider these: Of course, your financial situation may merit different or additional steps this […]

What should I do with my old 401k?

401(k) Rollovers With any type of job change, many people often forget one vital task – transferring their 401(k). This may sound complicated, but we’ve broken it down into a few steps: We know all of this can be confusing, especially when you factor in some of the restrictions and regulations. If you have any questions […]

Financially Fit Retirement Series

Allen Dembski and Taunya Abaya continue their series on retirement. In the latest episode they discuss retirement and the cost of healthcare during retirement. We have a great deal of financial information online on our YouTube Channel. Please browse the various videos for a wide range of topics.

Retirement Planning: The Basics

retired person enjoying sunset at beach

You may have a very idealistic vision of retirement — doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide enough income for […]

Are You Spooked By Your Current Retirement Savings?

Are You Spooked By Your Current Retirement Savings? Time To Get Your Retirement Planning On Track!  As Halloween is approaching, you may be realizing that your retirement savings (or lack thereof) happens to be the thing that scares you most. Many people who fail to regularly invest in their 401K or IRA accounts often find themselves […]

Skip to content