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Ready, Set, Goal!

Ready, Set, Goal!

Setting goals can be a tough task, but it is an important step toward securing your financial future. Before we create a financial plan, we'll work together to define and document your goals. Here's a primer to help you get started:

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Millennials and Retirement: How do you stack up?

Millennials and Retirement: How do you stack up?
If you are a millennial, retirement might feel pretty far away. It might be hard to imagine the day when you will stop working and just enjoy life. You will need to have enough saved by then to fund your lifestyle for the future. It can seem daunting. Is it even possible? Sure, you contribute to your 401(k) but is it enough? How do you know how much you should be saving each year or whether your investments are getting the returns you need to live the life you desire today and still retire when you want to?
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Social Security by the Numbers

Social Security by the Numbers

61 Million

The number of people who received monthly Social Security benefits in 2016.

 

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