Thinking About Retiring and Moving Overseas? Well, Think Again…

By Charles Sizemore.  |  June 10, 2019

Google search “retirement” and you’ll find plenty of stock photos of couples dining, dancing, and generally having the time of their lives. But you’ll find more pictures of palm trees and beaches. Read More

Advice to a Young Graduate

By Charles Sizemore.  |  May 27, 2019

Today is a day to remember those who have fallen in the line of duty. Read More

Retirement Doesn’t Look Good for Most Americans…

By Charles Sizemore.  |  April 12, 2019

As I commented on Monday, I’ve never heard of National Retirement Planning Week before, and I guarantee that 99% of Americans haven’t either. Read More

Two Important Roles Investing Plays in Your Retirement Plan

By Lee Lowell.  |  April 11, 2019

It's never too early or too late to start socking money away for your golden years. True, the earlier you start, the more compounding your money will enjoy. Read More

How to Make a Happy Retirement… Right Now!

By John Del Vecchio.  |  April 10, 2019

This is National Retirement Planning Week – conveniently wedged between National Beer Day (April 7) and National Tax Day (April 15). I’ve already done my taxes and filed my return for 2018. Read More

Stockpiling Wood (and Money) for Retirement

By Adam O'Dell.  |  April 9, 2019

I distinctly remember the moment when retirement planning took on a personal meaning to me — I was kayaking with my wife along the Myakka River, which runs some 60 miles through the prairies and Read More

This Is a Good Week to Start Planning for Retirement

By Charles Sizemore.  |  April 8, 2019

This is an important week. It’s not Spring Break, or Mardi Gras… it’s not even Holy Week. And, alas, you won’t get any paid time off work for it. Read More

Make Presidents Day Worth It

By Charles Sizemore.  |  February 18, 2019

I’m not one to complain about a holiday. A day off is a day off, and it’s healthy. Though I have to say, Presidents Day isn’t one of my favorites. Read More

How to Save for Retirement AND Spend on Your Kids

By Charles Sizemore.  |  January 28, 2019

I saw a headline recently that caught my attention: “Raising Children Increases Risk of a Retirement Shortfall” Gee, ya think? Why not tell me that the sky is blue while you’re at it, or that Read More

Frustrated with Your 401k? Try This Instead…

By Charles Sizemore.  |  January 14, 2019

Before I get started, it’s time for my customary beginning-of-the-year nag. By the time you read this, you will have likely received your first paycheck of 2019. Read More