Blog Topic: Retirement Planning
07.26.18

Announcing the king of all savings accounts: the HSA

Aaron Williams, CFP®

If you have access to a Health Savings Acc...

03.26.18

For women in retirement, it’s time to learn how to spend!

Jessica Bokhart, CFP®

It may be every person’s dream to be told it’s tim...

01.11.18

Most New Year’s resolutions fail. Here’s how to ensure your financial plan doesn’t!

Drew Feutz, CFP®

I’m a self-confessed fitness nerd. This makes me the guy you love to h...

12.18.17

The Trump Tax Plan isn’t the only thing changing in 2018! Now is the time to take control of Social Security and Medicare

Aaron Williams, CFP®

The new tax plan has been the talk of the town for months, and it’s no wonder. The plan is changing how much of our hard-earned income many of us...

11.17.17

When cooking up holiday treats or your financial future, smart planning is key

Aaron Williams, CFP®

I’m not the main cook in our house (I give my wife full credit for putting amazing meals on the table every day!), but I do love to eat—and...

09.08.17

Eli Lilly Voluntary Early Retirement Program (VERP)

Katie Fischer, CFP®

On Thursday, September 7th, Eli Lilly announced plans for a Voluntary Early Retirement Program (VERP) for up to 2,800 current employees....

08.14.17

Want to get the most out of life? Create a lifetime to-do list!

Jared Defore, CFP®, CPA/PFS

My summer “vacation” was a little unusual this year. My wife, Jenna, and I are anticipating the arrival of our second son in just a few months, so ...

05.19.17

Women & Retirement: Money isn’t the only challenge

Jessica Bokhart, CFP®

As a financial advisor, I spend much of my time helping people prepare for retirement. Starting as early in their careers as possible, we work toge...