Blog Topic: Nearing Retirement

For Indiana teachers, 5 lessons before leaping into retirement!

Jessica Bokhart, CFP®

It happens every year: My husband, a school principal, i...


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...