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May 27, 2021

If you’re a grandparent, have you ever tried talking to your grandchildren about money? It’s a great topic to share your knowledge and see what they know. Today, I’m interviewing two of my grandchildren to see what they think about money and what they’ve learned.

Calvin, just finished 5th grade

Calvin knows the...

May 20, 2021

If you’re 10 years away from retiring, there are some critical things you should do to prepare for retirement.

First, you need to decide what’s important to you. Some people want to retire early. Maybe they want to spend more time with their children or grandchildren. Some want to pursue their hobbies or spend time...

May 13, 2021

Have you ever stopped and taken the time to think about what you want life to look like after your career is over? Many of us get too busy with life to think that far ahead and truly envision what we want tour futures to look like, but it’s an important thing to do.

The reason this came up now is because we saw a...

May 6, 2021

With thousands of Baby Boomers retiring every year, we’ve worked with this generation quite a bit and have seen the concerns and worries that they have about retirement.

Baby Boomers are looking at a retirement landscape that is quite different than their parents were facing. Many things have changed over the past...