Latest articles by Tony Drake, CFP®, Investment Advisor Representative
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Five Retirement Myths vs the Reality
Believing these myths about retirement could set you down the wrong path. Separating fact from fiction can help you approach your retirement with confidence.
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Four Perfect and Powerful Financial New Year's Resolutions
While you're vowing to get in shape, eat better and practice a better work-life balance in the New Year, don't forget to consider your finances.
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What Not to Do When Planning Your Retirement
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement.
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Four Social Security Myths Debunked
With so many headlines surrounding Social Security these days, what is fact and what is fiction? For instance, will the program really run out of money?
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Three Ways to Prepare for Long-Term Care Expenses in Retirement
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now.
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Three Ways to Supersize Your Retirement Savings
Don’t underestimate the power of taking advantage of your company’s 401(k) match, catch-up contributions and more.
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Scams in Retirement: How to Get Fraudsters to Scram
If a caller asks you for money or personal info like account numbers and passwords, you should hang up. Here’s how to spot scammers and protect yourself.
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Spring Is a Good Time to Clean Up Your Finances, Too
While you’re decluttering your home for spring, consider also taking a crack at cleaning up your finances and old paperwork.
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Four Things to Know About Managing a Loved One’s Finances
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions.
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Three Mistakes to Avoid in Retirement Tax Planning
Having a good tax plan can help keep you on top of what you need to do to maximize your savings for your golden years.
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Layoffs Could Be Coming: What if You’re Near Retirement?
Here are some steps you can take to prepare in case you lose your job, as well as what you can do if you find yourself out of a job near retirement.
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Three Ways to Make the Most of Your Year-End Giving
Understanding how to maximize your charitable donations can help you stay on budget and help the causes you are passionate about.
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Four Holiday Shopping Strategies to Keep You in Check
Overspending during the holidays is so easy, but if you go into the shopping season with a plan and a budget, you’ll be so much happier in 2024.
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Stages of Retirement: It’s Not Just About Your Savings
Leaving behind the full-time job probably sounds pretty good, but planning for the transition involves more than having your finances in order.
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This Is How You Can Be a Snowbird in Retirement
There’s a lot to consider, and warm weather shouldn’t be the only deciding factor. For instance, will you rent or buy? What’s the tax and health care situation?
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Three Smart Money Moves to Make This Fall
Now’s a great time to check in on investments, budgets and tax plans to make sure everything is on track for the rest of the year.
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How Rising Interest Rates Can Affect You
interest rates Higher interest rates make it harder for families and businesses to borrow money. The Federal Reserve’s moves to try to balance inflation and interest rates have a big influence on your wallet.
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Leaving Retirement? Three Things to Consider Before You Unretire
Some of today’s retirees are finding they’re withdrawing too much from their retirement accounts and need to return to work to make ends meet.
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How Should a Couple Handle Their Finances?
An honest conversation about spending, budgeting and debt could save you from financial headaches later in the relationship.
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Four Steps to Help You Have a Comfortable Retirement
Planning for retirement can be daunting, but the plan is what makes it more likely you’ll get to spend retirement relaxing and doing the things you love.
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SECURE 2.0 Act’s Automatic Enrollment Provision: Pros and Cons
The new legislation requires employers to automatically enroll employees in retirement plans like 401(k)s. What are the benefits and drawbacks?
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Inflation Getting You Down? 3 Simple Tips to Navigate the Anxiety
From being strategic about spending (make a grocery list!) to delaying Social Security benefits, you can mitigate inflation’s impact on your retirement.
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4 Steps to Take if You Lose Your Job Near Retirement
Being let go from a job later in life can lead to financial disaster, but there are some things you can do to help lessen the damage.
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What to Look for in a Financial Adviser
We all want to reach retirement age confident we have the means to live a comfortable and enjoyable life, and choosing a financial adviser is one of our most critical decisions.
