Retirement Readiness

Most of us are familiar with working and saving, but what happens at retirement and it’s time to transition to spending our hard-earned funds?

Between the eggnog and hot toddies, take a couple of hours to address some important financial to-dos.

Many people don't think they're ready to retire. The good news is there things you can do to improve your situation. Adviser Massi De Santis shares the secret to taking control without taking unnecessary risks.

Do you really need a stash of cash to cover three to six-months of household expenses or are there other/better alternatives?

A solid long term plan should take into account the rough patches. Avoiding setbacks with strong fundamentals in your financial plan becomes even more important when times like these come around.