America Saves Week is an annual call to action for Americans to commit to saving successfully. Celebrated February 20-24, it encourages individuals to do a financial check-in that allows them…
Deena WatsonJanuary 27, 2023
January is National Financial Wellness Month. It's a time to get organized, set financial resolutions, and plan for the future. One way to do so is to address the myths…
Deena WatsonJanuary 4, 2023
Whether you’ve just recently retired, or it’s coming up in the next few years, it’s possible you may be feeling some financial uncertainty regarding your readiness for retirement. Before making…
Deena WatsonJanuary 4, 2023
Navigating the regulations of inheritance tax can add to an already complex and stressful situation for beneficiaries. Whether or not this is your first time paying inheritance tax, knowing the…
Deena WatsonDecember 12, 2022
For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years. Saving money is important, and people at every income level vary in their ability…
Deena WatsonDecember 12, 2022
Retirement planning is about more than working hard and growing a solid nest egg. Getting retirement "right" is more than investments - you need an all-encompassing plan. You need a…
Deena WatsonDecember 12, 2022
Do you dream of retiring before you turn 60? How about before you turn 50? If so, you might want to think twice before you make the move. If your…
Deena WatsonNovember 18, 2022
It’s common for people to want to leave money behind for their children and family members after death. After spending years working to earn a living, people are proud to…
Deena WatsonNovember 18, 2022
DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant home. The overall strength of the house is…
Deena WatsonJanuary 27, 2022