Many of our clients have IRAs that they will never use. So at some point, they will probably be passed on to their children and grand children. Since this may inevitably happen, what if you planned ahead, and used the IRA for your grandkid’s retirement? It may be a profound idea, but it’s completely possible!

Are you living a life full of things that will bring you health and happiness? Hopefully you can check each of these items off your list. Let’s see:

1. REST UP! Getting enough sleep is crucial to your life span. Studies have shown that people who consistently got less than five hours of sleep a night, had shorter life spans on average.

Decisions are not always easy. Retirement decisions can be even harder. So how do you know if you’re making the best decisions that will positively impact your retirement? Good question! And we have the answers, but we have to sit down with you to understand your story as a whole, before we can give you those answers. 

Picture it: Traveling the world. Laying on the beach with your feet in warm black sand. Mimosas at 10am. All this to look forward to in your retirement, except you’re only 40! Is it possible? Absolutely. With a lot of discipline and proper planning, this can be your reality too.

Do men take more risks when it comes to investments? A recent study says, YES! This doesn’t surprise us in the least bit.

Hello to our fabulous readers! We’re excited to launch our blog, and we know you’ve been awaiting some more wonderful information from us! We’ll be sharing information, thoughts, articles, and lots more with you, about everything related to retirement, finance, social security, and everything in between.