Can you FLUNK at Retirement?
September 10, 2024
Yes, you can! Retirement is a significant change. It is a transition…just like a cross country move, or the loss of a spouse through death
Blog: Invest in You
Lifelong Learning Makes a Richer, Vibrant Retirement
August 27, 2024
Very few people stop learning once their formal education is over. You may have taken classes to polish your professional credentials. Or you may have
3 Mistakes Investors Make During Election Years
August 12, 2024
In an election year, the stock market can be volatile. Following is a great article from Capital Group by Robert W. Lovelace and Darrel R.
Which Roth is Right for You?
August 1, 2024
In retirement planning, the Roth 401(K) and the Roth IRA are strategic tools. They allow for tax free growth and distribution. They are the pocket
It’s July – IRS Scams Continue
July 16, 2024
I received an email today that was reportedly from the IRS asking me to complete a form for them to verify my identify. IRS does
Setting Fitness Goals in Retirement
June 25, 2024
As your career goals begin to recede during the transition to retirement, you may find yourself setting new goals that will help you live your
Wedding Gift Etiquette
June 10, 2024
It’s June and the wedding invitations are arriving, and the question becomes how much do you spend on a wedding gift? The answer is: It depends…
AI Scams: How New Technology is Reinvigorating Old Scams
May 28, 2024
Scammers are always on the lookout for new ways to deceive and exploit. But sometimes, new technology can breathe life into seemingly “outdated” scams. Scammers
Can Children have a Roth IRA?
May 14, 2024
Kids will be out of school for the summer, working summer jobs. Younger kids can mow lawns and babysit. What will they do with their
IDAHO GIVES week
April 30, 2024
IDAHO GIVES begins this week. It runs for 4 days April 29th – May 2nd. This is an opportunity to support your favorite local charity