RCU: What Report Cards Teach Us About Retirement

Recently, I was helping one of my kids clean out their room. In one of their drawers were some old report cards. Looking at these documents was like a stroll down memory lane for me. When they were 4, I remember they could “identify numbers” and had “empathy for their peers.” By elementary school, they […]
Why Financial Planning is Important for Women

Has the topic of inflation caused concern for you? Let’s talk more, so you can hear through the noise on this topic.
Road Hazards to Retirement

Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.
Ready for your dream retirement?

Is the future of your financial situation in retirement confusing? We have the 49 Financial Retirement Check-Up to help put your mind at ease.
Confessions on the Reality of Inflation in Today’s World

Has the topic of inflation caused concern for you? Let’s talk more, so you can hear through the noise on this topic.
Taxes in Distribution Explained

I think we can agree that taxes are no one’s favorite subject, but to make the most out of your hard-earned money, you need to know all the different ways that they can impact you especially in the distribution phase of your retirement. During this phase you should simply be executing on the plan you […]