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Senior adults enjoying a summer dinner in retirement

Test-Run Your Retirement This Summer

Summer often brings images of relaxation, beach trips, and lazy days. For those nearing retirement, it can also be the perfect time to test-run what their retirement might look like. It's…

Deena WatsonMay 30, 2024

4% Rule; Retirement Planning, Retirement Income Planning, Financial Planning

Income Investments Risk Wealth

Does the 4% Rule Hold Up?

One of the biggest challenges of planning for retirement is figuring out how much you can spend during your golden years. Retirement income planning requires careful preparation, and budgeting. A…

Deena WatsonMay 1, 2024

March Madness basketball, basketball net

Investments Risk Wealth

How March Madness Is Like Investing

March Madness is upon us, and as many of us know, the season highlight for college basketball fans is often full of upsets, underdogs and blowouts. Like investing, filling out…

Deena WatsonMarch 27, 2024

Risk Wealth

Which Financial Documents Should You Back Up?

In the digital age, where technology has revolutionized the way we manage our lives, safeguarding our financial documents has never been more critical. From tax returns and bank statements to…

Deena WatsonFebruary 28, 2024

Wealth Women

Women and Retirement

Women's History Month is the perfect time to reflect on the unique landscape of retirement planning for women. Women face different considerations when planning for retirement than men, so let’s…

Deena WatsonFebruary 28, 2024

Income Investments Wealth

Financial Tips and Hidden Costs For Snowbirds

The number of snowbirds migrating to enjoy warmer temperatures for the winter continues to grow. The most popular destinations for snowbirds are Texas, Florida, Arizona, and California. A little financial…

Deena WatsonJanuary 30, 2024

Estate Planning

Simple Ways to Create a Legacy

Life is a journey filled with experiences, lessons, and moments that define who we are. When we stand at the crossroads of the past and the future, it's natural to…

Deena WatsonJanuary 18, 2024

Retirement, Retirement Readiness, Retirement Planning, Wealth Management, Financial Planning

Income Investments Wealth

6 Steps to Determine Your Retirement Readiness

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

Taxes, Uncle Sam, Tax planning, tax strategies, wealth management, retirement planning

Income Investments Taxes

Tax Strategies For Retirement: Buckets Create Tax Choices

TAX STRATEGIES FOR RETIREMENT: BUCKETS CREATE TAX CHOICES Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, "There are two systems of taxation…

Deena WatsonJanuary 27, 2022

checklist, retirement checklist, retirement planning, wealth management, wealth planning, retirement

Income Investments Wealth

Retirement Checklist Challenge

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

Test-Run Your Retirement This Summer

Does the 4% Rule Hold Up?

How March Madness Is Like Investing

Which Financial Documents Should You Back Up?

Women and Retirement

Financial Tips and Hidden Costs For Snowbirds

Simple Ways to Create a Legacy

6 Steps to Determine Your Retirement Readiness

Tax Strategies For Retirement: Buckets Create Tax Choices

Retirement Checklist Challenge

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