What to Consider Before Downsizing in Retirement

Many new retirees find that they are house-rich and cash-poor. Those retirees spent their working years paying off the mortgage, and now that they have stopped working they need a way to turn their investments into More...

Social Security Just Turned 80! What You Need to Know…

Social Security recently celebrated its 80th birthday. After serving generations of Americans during their retirement, what is the state of the country’s first and largest social welfare program in the 21st More...

The Difference Between a Financial Advisor and an Accountant

If you don’t work in the financial services industry, you probably don’t see much of a difference between your accountant and your financial advisor. Both individuals have extensive financial training More...

Tips for Retiring Later than You Think

After decades of working the average 9-to-5 job and trying to save for the future, most Americans look forward to a relaxing retirement in which they pursue their beloved hobbies and have a modest income. If retirement More...

5 Tips for Building a Better Relationship with Money

Whether you love or hate money, it is something that everyone needs to survive in life. After all, homes, cars, clothes, and food aren’t free. Like your friends and family, you need to cultivate a positive More...