Senior Finance Advisor | Find a Financial Advisor

Featured Retirement Article

Top 9 Ways to Prepare for Retirement

Financial security doesn’t happen overnight. Diligent retirement planning, goal commitment and co...

Top Tips for Staying Engaged in the Workplace

Staying engaged and motivated in the workplace can be challenging at any age, but employee engagement can become even more difficult for older Americans. Age...

Top Ways to Prepare for Retirement if You're Older

If you’re 45 or older and have not financially prepared for retirement, you may be starting to worry about the financial implications of retirement. While yo...

How to Have a Proactive Retirement Plan

Ted Jenkin, ranked the #4 Financial Advisor in the U.S. by Investopedia, took some time to chat with us to discuss the importance of saving income, investing...

Let Us Help.

With our trusted network of advisors, we’ll connect you with up to three established planners in your area.

Get Started
Boomers Are Spending More Than Ever on Travel in 2020

The benefits of travel are priceless. Adventure, relaxation, and culture bring treasured experiences to travelers across the globe. However, travel can be ex...

Can Financial Wellness Programs Help Women Bridge the Gender Savings Gap?

Financial experts are seeing a large gender gap when it comes to investing and saving for the future - and it can be a huge problem for senior women preparin...

Why the Financial Crisis of 2008 is Still Hindering Retirement

Even though ten years have passed since the Great Recession, the effects are still very real for many Americans. The 2008 market crash has made it difficult ...

4 Simple Ways to Pay Down Debt in Retirement

Retirement is supposed to be one of the most relaxing times in your life. You’ve worked for decades, raised your children, and budgeted and saved. But, for t...

How Do Taxes Change in Retirement?

Taxes are different when you retire and you should be mindful of those changes. A financial advisor can help you through these adjustments. Required minimum ...

Find an Advisor Near You