Blog

Social Security Madness: What’s in Your Team’s Playbook? Mark BeaverJun 12, 2015 | 3 min readAmericans love team sports. This year, over 23 million people tuned in to watch the college basketball playoffs. What makes team sports great is seeing an individual work with...

The Million Dollar Question Mark BeaverApr 6, 2015 | 3 min readHow long will I live? If you know that, you should get a job reading tarot cards. For obvious reasons, a lot is riding on how long you will be around. It’s interesting to hear responses to that simple...

Groceries and Football Mark BeaverFeb 23, 2015 | 3 min readI confess that the idea for this article is not entirely my own. The statistics professor my sophomore year is to blame. He introduced me to Darrell Huff’s 1954 book titled “How to Lie With Statistics”. I...

Creating a Financial Plan – Step 1: Don’t Sabotage the Plan! Mark BeaverMay 1, 2014 | 3 min readSometimes when we discuss establishing an emergency fund with clients, we can almost feel their collective sigh. I agree this isn’t the most exciting part of one’s...

Long Term Care Insurance: Is it Right For You? Mark BeaverMar, 31 2014 | 3 min readWhile baby boomers are aging, so are their parents. As clients get more and more involved in the process of moving their folks out of the family home and into the next phase of living,...

It's Time to Sweat the Small StuffAndy Keeler Aug 1, 2020 | 1 min readWe all face obstacles, big and small, in our quest to accumulate wealth. Most of us overlook these small detractors, having to make decisions in the heat of the moment, based on emotion, or simply...

Can you save too much for retirement?Mark BeaverJul 2, 2020 | 1 min readSenior Financial Advisor, Mark Beaver, was asked for his thoughts on the subject in a recent MarketWatch article....

Pay for College or Save for Retirement...?Mark BeaverJun 25, 2019 | 1 min readOne of our Senior Financial Advisors, Mark Beaver, was recently quoted in an article discussing the dilemma some families are facing today: "Should we delay saving for retirement to help pay...

2019 Tax Facts and FiguresMark Beaver Jan 9, 2019 | 2 min readUpdates for 2019 may not be as dramatic as last year, but there are still some very import updates to contribution limits this year. If you are one that maxes out contributions to IRAs, Roths, 401(k)/403(b)...

Social Security Up, Medicare Premiums DownMark BeaverOct 11, 2022 | 3 min readIn a year of mostly bad news, there is some good news for retirees – They can expect higher Social Security income and lower Medicare premiums.Social Security set to increase by 8.7%The...

Is Your Bank Paying You Enough?Mark BeaverOct 11, 2022 | 3 min readIn 2021, there was very little conversation about interest rates - other than everyone refinancing their mortgages at all-time lows. Fast forward to today and we have the Fed raising interest rates,...

Preparing for RetirementMark Beaver Sep 7, 2022 | 1 min readHeading into retirement can feel like going into the "Great Unknown". In this webinar, we will discuss how to transition from your career to a successful and stress-free retirement and what you need to know...