DESIGNING YOUR FISCAL HOUSE TO WEATHER THE ELEMENTS Building a strong, sustainable retirement income strategy is a lot like building a weather-resistant home. The overall strength of the house is…
Deena WatsonJanuary 27, 2022
There are a lot of myths about working with a financial advisor. Maybe you have heard a few: "I don't need one" "They're for the wealthy" "There are lots of…
Deena WatsonJanuary 4, 2023
TAKE THE CHECKLIST CHALLENGE You've worked hard. Made sacrifices. Saved diligently. You've earned the right to enjoy the next season of your life. If something’s worth doing, it’s worth doing…
Deena WatsonJanuary 27, 2022
STRESS-TEST YOUR RETIREMENT “Stress-testing” your finances tests your wealth engine to determine how efficiently it’s running, exposes hidden dangers, and helps you avoid losing the money you’ve worked hard for.…
Deena WatsonJanuary 27, 2022
Could Inflation Affect Your Retirement Plans? Retirees are often aware of the detrimental effects of inflation on their retirement savings. As the cost of goods rises, the value and buying…
Deena WatsonJanuary 27, 2022
DIY retirement planning is popular...And dangerous! Retirement planning is about more than working hard and growing a solid nest egg. Getting retirement "right" is more than investments - you need…
Deena WatsonDecember 12, 2022
THE VALUE OF AN OBJECTIVE OPINION Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day…
Deena WatsonJanuary 27, 2022
6 STEPS TO DETERMINE YOUR RETIREMENT READINESS Much of the confusion of retirement planning has to do with folks not understanding that it's more than simply saving. Good retirement planning…
Deena WatsonMarch 15, 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