Broker Check

Retirement in Sight

Monthly news and information for current and future retirees.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

             

MARCH 2022 

MARCH 2022 

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? 

Read More

        

FEBRUARY 2022 

FEBRUARY 2022 

GUARDING AGAINST THE FOUR COMMON MONEY BIASES 

Our attitudes about investing, saving, spending and financial matters are shaped by a variety of influences, both early and later in life.

Read More

JANUARY 2022

JANUARY 2022

HOW MUCH WILL SAVING AN EXTRA $1K EACH YEAR HELP YOU?

Did you ever wonder what might result from such a small boost to your retirement saving effort, even in midlife? 

Read More
DECEMBER 2021

DECEMBER 2021

WHEN YOU ARE WITHIN FIVE YEARS OF RETIREMENT

If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives.

Read More
November 2021

November 2021

IF THE SECURE ACT 2.0 BECOMES LAW, WHAT CHANGES?

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on January 1, 2020, it altered rules for retirement accounts with a goal of helping both retirees and pre-retirees.

Read More



October 2021 

October 2021 

ROBOCALLS, ROBOTEXTS: PROTECT YOURSELF, AND YOUR MONEY

Are you getting more unwanted text messages on your phone than you used to get? That is partly the result of a good thing – robocalls have declined. Robotexts, however, have increased. As robotexts bilked Americans out of $86 billion in 2020, you want to be wary of even the most innocuous messages coming your way.

Read More

___________

September 2021 

September 2021 

POSSIBLE CHANGES FOR CATCH-UP CONTRIBUTIONS

Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021 How America Saves report, just 15% of retirement savers do. One factor may be the limits on these contributions. Many pre-retirees who are old enough to “catch up” would like to contribute considerably more to their retirement plans, as they need to ramp up their rate of saving.

Read More

___________

August 2021 

August 2021 

CAN HAVING THREE GOOD FRIENDS PROMOTE A HAPPY RETIREMENT?

We can reasonably say that the more money you retire with, the more potential you have to enjoy retirement. Now, what about friendship? If you maintain some strong friendships and an active social circle after age 60, can that make a big difference in the quality of your “second act”?

Read More

___________

July 2021 

July 2021 

IS FINANCIAL HEALTH A FACTOR IN YOUR OVERALL HEALTH?

Data from a newly released Harris Poll of more than 1,000 U.S. workers suggests that a majority of pre-retirees might answer “yes” to that question.

Read More

___________

June 2021 

June 2021 

COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES?

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered retirement plan contribution and distribution rules. There may be an encore. 

Read More

___________

May 2021 

May 2021 

PANDEMIC ECONOMY OR NOT, SOME ARE ASPIRING TO RETIRE EARLY

A new study from Hearts and Wallets, a research firm founded in 2010 to study American retirement saving and investing trends, hints that the dream of retiring in late middle age is alive and well, although perhaps in need of a reality check.

Read More

___________

April 2021 

April 2021 

STEPS TO STAYING IN THE ZONE

Today, it can be hard to focus. How can you stay focused with all the distractions, anxiety, and uncertainty brought by the pandemic? Interestingly, the way to maintain your focus might be to unfocus your mind now and then.

Read More

___________

Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

___________