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How much retirement savings do you need to live comfortably?

The 4% rule means for every $1,000 of monthly income; you would need $300,000 of retirement savings to support it.
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Is debt holding you back? Get on the road to financial freedom.

Folks with no money in savings and a bunch of debt weighing them down do not get much attention from the typical financial advisor. This is because financial advisors earn their living primarily by focusing their time on wealth that has already been created.
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Beware phony gift card email scams

phishing ['fiSHiNG] NOUN the fraudulent practice of sending emails purporting to be from reputable companies in order to induce individuals to reveal personal information, such as passwords and credit card numbers. "an email that is likely a phishing scam"
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September is Life Insurance Awareness Month

Priorities? More people protect their "things" with insurance than protect their loved ones with life insurance.
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Social Security and Medicare Trustees Reports: Financial Challenges Continue

Every year, the Trustees of the Social Security and Medicare Trust Funds release reports to Congress on the current financial condition and projected financial outlook of these programs. The newest reports, released on July 13, 2017, discuss the ongoing financial challenges that both programs face, and project a Social Security cost-of-living adjustment (COLA) for 2018. What are the Social Security and Medicare Trust Funds? Social Security: The Social Security program consists of two parts. Ret
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What Will You Pay For Medicare in 2017?

What Will You Pay for Medicare in 2017? The Centers for Medicare & Medicaid Services (CMS) has announced that in 2017, most Medicare beneficiaries (about 70%) will pay $109 per month on average for Medicare Part B. This is up from the $104.90 monthly Part B premium that has been in effect since 2013. If you fall into this group, you face only a modest Part B premium increase in 2017 because your Part B premium is deducted from your Social Security benefit, and you will be receiving only a s
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Check the background of this financial professional on FINRA's BrokerCheck