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Tag: money & finance

Social Security: Five Facts You Need to Know

Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind. 1. Social Security Is a Critical Source of Retirement Income Some have the perception that Social Security is of

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Is It Smarter to Buy or Rent a Second Home?

Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches, many have the same question—should I buy a vacation home or just continue to rent? As financial professionals, our answer is, “It depends.”  Renting a house for a week

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Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy: Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing how you’ll get

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