We congratulate Ross as he earned the Chartered Retirement Planning Counselor designation. Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.

I recently searched the terms “Retirement Income Planning” on the web and found that the majority of returned searches focused primarily on “How to” generate retirement income, with only a few posts beginning with a more logical question–“How much” income do you need? Certainly there is no shortage of opinions on how to generate retirement income.…

“American business will do fine over time. And stocks will do well just as certainly, since their fate is tied to business performance. Periodic setbacks will occur, yes, but investors and managers are in a game that is heavily stacked in their favor. (The Dow Jones Industrials advanced from 66 to 11,497 in the 20th…

“Knowing WHY is essential for lasting success and the ability to avoid being lumped in with others.”  –Simon Sinek   Do you ever stop to think about how many different decisions we make every single day?  The average person potentially faces hundreds of decisions every single day, but few of us actually realize that our…

We congratulate Michael as he earned the Certified Financial Planner Practitioner designation.   CFP® – Certified Financial Planner  The CERTIFIED FINANCIAL PLANNER™, CFP® and federally registered CFP (with flame design) marks (collectively, the “CFP® marks”) are professional certification marks granted in the United States by Certified Financial Planner Board of Standards, Inc. (“CFP Board”).  It…