Listen to Retirement Matters, Now!

Recently, Andrew was invited to be the guest expert on “Retirement Matters” with host, Buck Blanton.  The radio webcast aired this past Monday, April 4th…

Radio Webcast – “The Money Answers Show”

This past Monday, February 22nd, Andrew had the honor of being the featured guest of the nationally syndicated internet radio show, “The Money Answers Show”…

Financial Goals are like Dieting

We all work hard to keep our personal resolutions through the start of a new year.  What we often overlook is how we should extend those goals to financial and, specifically, retirement…

Is it time for your Financial Checkup?

Every year, you get poked and prodded by your doctor to ensure you’re in good health. You should take similar care of your financial well-being…

Get Your Free Financial Physical

White Paper – Are Your Allocations Right for Social Security?

Are Your Allocations Right For Social Security Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your...

White Paper – Understanding Social Security Benefits

Understanding Social Security Benefits Before you can retire, you should know what all of your sources of income are going to be, and how much you can expect to...

White Paper – Are Your Allocations Right for RMDs?

Are Your Allocations Right For RMDs Making sure your IRAs are allocated properly for required minimum distributions (RMDs) once you reach the age at which you must take them is as...

White Paper – Understanding Required Minimum Distributions

Understanding Required Minimum Distributions The idea behind required minimum distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but...

White Paper – Market Math Made Simple

Market Math Made Simple

Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens...