Avoiding This Common 401k Mistake
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 [...]
The 3 Pillars Of Planning
The Resource Center’s 3 Pillars Of Planning 2021 is our 20th year in business. We have worked out of 3 different office spaces, had some employees come and go but the one thing We are here [...]
The Dreaded Long-Term Care Conundrum
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? [...]
7 Ways to Manage Money in Troubled Times
7 Ways to Manage Money in Troubled Times During the pandemic, there are many policies changing everyday. The world is in an uneasy place and many people feel uncertain about how to best manage [...]
Complementary Booklet: Protect Your Retirement Savings During a Recession 2020
The COVID-19 pandemic is having far-reaching economic consequences for people from all walks of life. From stock market volatility to rising unemployment1 to declining GDP2, economists are [...]
Nearing The Retirement Summit In These Challenging Times? Answer These 4 Fail-Proof Questions First!
Nearing The Retirement Summit During These Challenging Times? Answer These 4 Fail- Proof Questions First! As you near retirement are you thinking of a permanent vacation? How about the chance to [...]
Should I Pay For A Guaranteed Lifetime Income Rider?
Have you ever bought something and you didn’t understand how it worked? No, why would I buy something I didn’t understand?? WELL– Do you really know HOW your car works? It starts, it [...]
Long-Term Healthcare- A Crisis In America?
Let’s face it, you’re getting older. There’s no way around it and no way to avoid it. The time to start planning is now! Long-term Healthcare is on the verge of becoming a national [...]
Diversify Your Savings: Stocks, Bonds, Variable Annuity, and Bank CDs
Diversify Your Savings: Stocks, Bonds, Variable Annuity, and Bank CDs It’s been said that saving all of your money in one place can be a very risky strategy. Spreading your money out, [...]
Purchasing A Home Using Your Roth IRA
Purchasing A Home Using Your Roth IRA So you are thinking of buying a new house.. Congratulations! Now that you’ve decided to take this step, you have to ask yourself how you will pay for [...]
