What The Pandemic Has Taught Us About Financial Planning

Like most people, I have found myself challenged by the fallout from the COVID-19 pandemic.  The social consequences are genuine, so is the financial impact as millions of Americans face economic hardship and uncertainty. - Tim Davis, CLU, CEBS As is the case with most of life, each hardship and challenge contains lessons to be [...]

By |2020-09-11T17:58:31+00:00September 8th, 2020|Retirement Planning|

7 Shortcuts For Major Money Hassles

Hassle-free means less stress   One: Ace Your Retirement By the time you're 65, you'll need to have socked away about $25 for every dollar you expect to withdraw annually. That means that throughout your working life you must save. And save. And save. Oh, and don't forget picking investments and managing your portfolio year [...]

By |2020-04-13T17:57:35+00:00June 1st, 2019|Financial Planning|