Should You or Shouldn’t You…Hold On To That Real Estate?

August 21, 2019 | posted in: Blog, Employee Education | by

If you’re close to retirement age, and find yourself in possession of real estate that has increased in value, here’s why holding on to it now may be a good idea.  Read more here.

Should You or Shouldn’t You…Refinance Your Home?

August 13, 2019 | posted in: Blog, Employee Education | by

A big part of our paychecks can go to housing costs.  Now that the Fed has cut interest rates, does it make sense to refinance your home?  Click here to learn more.

 

How Safe Is Your Online Data?

August 6, 2019 | posted in: Blog, Employee Education | by

If you’re concerned that too much of your private data is available online, this compendium of easy ways to remove a lot of it will definitely help.
 

Now Is The Time!

August 5, 2019 | posted in: Blog, Employee Education | by

With between 9-15 named storms expected this hurricane season, the time is now to make a disaster preparedness plan.  Get tips on how here.

Have A Side Hustle? You Can Still Save For Retirement!

August 1, 2019 | posted in: Blog, Employee Education | by

If you are a gig-economy worker and think that means you can’t save for retirement, think again…and check out these tips from Ray Martin.

Would the #SecureAct Make A Difference To Your Retirement Savings?

July 10, 2019 | posted in: Blog, Employee Education | by

Would this legislation, proposing to raise the age of required minimum distributions, make a significant difference to your retirement portfolio? Sarah O’Brien looks into that question; see what she found.