How the Watkins Family Built a Legacy with Clarity & Confidence
For Eleanor and Jim Watkins, retirement wasn’t just about stepping...
How the Watkins Family Built a Legacy with Clarity & Confidence
Retirement Planning
Staying the Course: How Time Can Turn Volatility into Growth
Staying the Course: How Time Can Turn Volatility into Growth
If you’ve been a long-term investor, you’ve likely experienced the ups...
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
Financial Confidence: How to Make Better Decisions with Clarity and Purpose
When it comes to big financial decisions, it’s easy to feel unsure. Am...
6 Retirement Myths You Can Avoid with a Smart Plan
6 Retirement Myths You Can Avoid with a Smart Plan
Retirement planning comes with a lot of advice—some of it helpful,...
How the Barretts Turned Their Retirement Dream Into a Reality—with the Right Plan
How the Barretts Turned Their Retirement Dream Into a Reality—with the Right Plan
A dream they could see, but weren’t sure they could reach. For Sam and...
Solo 401K Plans: A Guide to Compliance and Form 5500
Solo 401K Plans: A Guide to Compliance and Form 5500
If you’re a business owner with no employees (except possibly your...
Understanding Volatility: What It Means for Your Investments
Understanding Volatility: What It Means for Your Investments
Market fluctuations can feel unnerving, especially when planning for...
2025 Retirement Plan Contribution Limits
2025 Retirement Plan Contribution Limits
With the new year comes increased retirement plan contribution limits,...
Setting Your Retirement Finish Line
Setting Your Retirement Finish Line
Finish lines are important—in races and in our finances. No one keeps...
Turn Your Concentrated Stock Into Stable Retirement Income
Turn Your Concentrated Stock Into Stable Retirement Income
If you’re retiring after a long career at Microsoft, Amazon, or any...
The Hidden Risk of the S&P 500
The Hidden Risk of the S&P 500
When an index like the S&P 500 rallies, as it did in 2023, a few...
Get Ready to Retire in 8 Steps
Get Ready to Retire in 8 Steps
You’re ready to retire! Well…you’re ready to be retired. But are you...
2024 Retirement Plan Contribution Limits
2024 Retirement Plan Contribution Limits
Here’s what you need to know about 2024 retirement plan contribution...
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
I’m a Risk Taker…Do I Have to Stop Because I’m Retired?
Retirement is a big transition both in life and in finances. It’s also...
Don’t Let Inflation Ruin Your Retirement
Don’t Let Inflation Ruin Your Retirement
With costs rising seemingly faster than ever, you might be worried...
Is your retirement as ready as you are?
You’ve saved for years—but turning that into steady income takes more than guesswork. A clear plan helps you avoid mistakes and enjoy retirement with confidence.