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Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New ... read more >

Financial Fitness

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. It can be hard to differentiate between financial ... read more >

Financial Fitness - Are my personal finances on the right track?

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. This is a frequently asked question by my clients ... read more >

The Changing Landscape of Qualified Retirement Plans

Plan Sponsors continue to be faced with the pressure of overseeing a “successful” retirement plan for participants and beneficiaries. How “successful” ... read more >

How Tax Reform Will Make Divorce More Expensive

Divorcing couples are not likely to be found on the list of taxpayers who are happy with the sweeping changes effected by The Tax Cuts and Jobs Act (the ... read more >

Lifestages: The Final Frontier

You have a lovely retirement mapped. But after the travel, second careers and volunteerism, when you are feeling your age, what then? What does that phase ... read more >