facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Access More Resources:

Blog Videos
3-2-1 Newsletter (5-28-2020)  Thumbnail

3-2-1 Newsletter (5-28-2020)

In this issue: Realistic retirement assumptions = lower retirement costs, What does luck have to do with retirement? 4 strategies to create lasting retirement income, Retiring Earlier than Planned: What Matters Most? and Know what you want to accomplish and avoid in retirement.

Read More
3-2-1 Newsletter (5-21-2020)  Thumbnail

3-2-1 Newsletter (5-21-2020)

In this issue: Secure income sources equal secure retirement, The domino effect of retirement decision making, In times of crisis: 7 estate planning tips for your retirement, and 3 things to do while saving for retirement to help spending in retirement.

Read More
3-2-1 Newsletter (5-14-2020)  Thumbnail

3-2-1 Newsletter (5-14-2020)

In this issue: All retirement decisions are not created equal: Why they need to be triaged, You choose your retirement with your actions each day, The paradox of risk: Too little or too much, 7 Strategies to Counteract the Coronavirus Effects on Retirement, What Happens After the Market Drops, Stocks Up During a Pandemic? Why the markets went up so much in April.

Read More
3-2-1 Newsletter (5-7-2020)  Thumbnail

3-2-1 Newsletter (5-7-2020)

In this issue: How to 80/20 your retirement, The first mistake is never the one that ruins you--it's the repeated mistakes, What can you do for your retirement in 5 minutes? 5 things you need to know before you retire, Its time to live on a budget, even if you’re financially secure and 1 action to take this week.

Read More
3-2-1 Newsletter (4-30-2020) Thumbnail

3-2-1 Newsletter (4-30-2020)

In this issue: You have to pull, breathe, kick, and glide in retirement, A consistent rebalancing strategy removes emotion and reaches investment goals, What can you do for your retirement in 5 minutes? Does your retirement account for a Social Security benefit reduction? What the COVID-19 pandemic means to retirees and soon-to-be retirees and COVID-19 Pandemic Smart Personal Finance Habit Of The Week.

Read More