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Retirement Planning Milestones To Mark on Your Calendar

April 12, 2022 BY Shanna Tingom, AAMS®


When it comes to retiring, experts are pretty unanimous that Americans are not as prepared as they should be. There are many small steps that people need to take to have the desired life in their..

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It Could Be Called "Love" Insurance

April 5, 2022 BY Shanna Tingom, AAMS®

Life insurance can be called "love "insurance because we use it to protect the ones we hold dear. It's the true definition of love for your family that can be the key to ensuring their future..

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Money Tips For Your Adult Kids

March 29, 2022 BY Shanna Tingom, AAMS®

Your adult children need all the support and encouragement they can get from you when it comes to the issue of money. Many people today require the advice of not just a professional money manager but..

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Retirement Saving Can Be Stressful

March 22, 2022 BY Shanna Tingom, AAMS®

Most people don't look forward to retirement. They imagine a time when they will have to give up the activities they love and spend their days sitting in a rocking chair on the porch. While this may..

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Grandparents Raising Grandchildren

March 15, 2022 BY Shanna Tingom, AAMS®

Raising children is something often done by parents in the prime of their life, typically between the ages of 20 and 50. By the time retirement comes around, most of the children are off on their..

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Are You Planning to Retire by 50?

March 8, 2022 BY Shanna Tingom, AAMS®

We all want an early retirement to travel, start a business, or spend more quality time with our families. If you're planning to retire at 50, which steps should you take?

For starters, keep in mind..

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Understanding The Differences Between Wills And Trusts

March 8, 2022 BY Shanna Tingom, AAMS®

Wills and trusts are both invaluable estate planning documents but they serve very different functions and are used at different times. Used in combination, they can help provide a comprehensive..

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Our thoughts on  the Russia / Ukraine conflict

February 25, 2022 BY Shanna Tingom, AAMS®
By now, you've undoubtedly heard the news about what's happening in Ukraine. I won't repeat it here because by the time I hit "publish," new developments will have occurred, and tomorrow more news..
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Getting A Mortgage In Retirement

February 22, 2022 BY Shanna Tingom, AAMS®

Its not so uncommon when you hear someone who retired wanting to pack up their things and move. While it can be an exhilarating time, it can also be rather difficult, especially if their planning on..

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Will Power: Should You Update Your Will and Estate Plan?

February 15, 2022 BY Shanna Tingom, AAMS®

Everyone should have a will; it ensures that your loved ones will receive the assets you wish them to have in the event of your death. To be clear, a will is a legal document that states how you want..

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Find Out If You Are Prepared For Retirement