Dec 28, 2020

Almost everyone looks forward to retirement, but then BAM! The transition from the daily grind to a life of leisure can actually be a challenge. This week, Jon discusses the specific challenges people go through in that first year of retirement. His advice might help save your marriage!  Have a question for Jon? Drop us...

Dec 21, 2020

What the heck is a glide path? What about asset allocation? Diversification? You hear these words from the financial industry all the time, but Jon breaks down what they actually mean to you and your portfolio (with a little help from Siri!). 

Dec 14, 2020

In January there is a big decision of who will take the Senate - the Democrats or the Republicans. The state of GA will determine if there was a true blue sweep! The big question is, how will decision impact you and your finances? 

Nov 30, 2020

Even though it may seem like we don’t have control over much these days, the one thing you can control is your retirement income. This week, Jon discusses how to build 3 to 5 sources of income to help you stay retired! Not sure about how to create your own retirement paycheck? Let’s talk about it. Set up a year-end...

Nov 23, 2020

If you’re not getting a full 8 hours of shut-eye every night, what’s keeping you up? Kiplinger says for many baby boomers, it’s a question about retirement. Jon discusses the most common questions and some simple equations to help you sleep a little easier. What questions do you have about your retirement? Let’s...