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Why financial planning matters for pre-retirees, retirees, and women—covering income, healthcare, taxes, longevity, and simple next steps.

Getting your estate plan in place doesn't have to be complicated—but knowing where to start can feel overwhelming. That's why I'm sharing this simple, step-by-step checklist with you: 📩 Download Checklist It walks you through the key...

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children...

Retirement Confidence Rebounds, But Inflation Looms Large

James Barr, CRPC®

Monday, May 27, 2024

The 2024 Employee Benefit Research Institute (EBRI) Retirement Confidence Survey was recently released, and it provides an illuminating look at the current state of retirement preparations and mindsets across the country. While the...