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Thank you for your patience while we worked on rolling out our newly revamped newsletter.  

We trust you'll appreciate the changes and thoroughly enjoy the articles.

If it has been a while since we've seen you, please don't forget the importance of maintenance, and if we haven't yet met you, we look forward to seeing you at one of our free, educational and FUN workshops in the near future. 

Either way, we're pleased to be able to bring you some great content this month, and we'll look forward to seeing you soon!  


Avoiding Pitfalls When Forced to Start Breaking Your Retirement Piggy Bank

The oldest of the 75 million baby boomers have begun turning 70 in 2016. If you are among them, the IRS will likely be expecting you to start cashing out your tax-advantaged retirement savings that you may have spent decades building up.  

Four Steps to Take Right After an Alzheimer's Diagnosis

If you or a loved one has been diagnosed with Alzheimer's disease, it is important to start planning immediately.

New Rules Provide Protections for Retirement Savings

The Department of Labor has issued new rules intended to prevent financial advisors from steering their clients to bad investments by requiring advisers to act in the best interests of their clients.

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Lack of a Will Could Mean Chaos for Prince's Estate

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. You don't have to be worth millions to learn a lesson from Prince's apparent mistake. 

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