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#1 Market Volatility Safeguard For Your 401(k) Remember when you started your first big kid job with your first big kid retirement plan?  Congress designed the 401(k)  plan as a retirement [...]

Each week I share financial news, retirement advice and budget tips on Kolr 10’s Ozarks Live.     This week I discussed the first few tips of some common retirement mistakes.     #1 Not [...]

401(k) Loan Payback Options- If You Change Jobs 401(k) plans are an easy, convenient way to save for retirement.  Set up through your workplace, a percentage of your paycheck is contributed to [...]

Investment Planning VS. Retirement Planning What is more important, investment planning or retirement planning? What exactly are the differences??   Both are equally important in different stages [...]

You’ve paid into it, It’s your money- Now, let’s find ways to help maximize your benefits!  We’re talking about your Social Security benefits on KOLR 10’s Ozarks Live. A few questions come to [...]

3 Financial Risks To Your Retirement “Risk comes from not knowing what you’re doing.” Warren Buffet  As humans, we mitigate risk on a daily basis.  We wash our hands, buckle up, [...]

Avoiding This Common 401k Mistake As a financial advisor, I occasionally have clients who come to me for advice AFTER they have already attempted to solve a problem on their own.  Now, being [...]

What Would You Give Up To Pay for Long-Term Care? Have you ever thought about what it might mean to you, financially, if you or someone you love needed to move into a long-term care facility?  [...]