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Can You Catch Up On Retirement Savings?

September 27, 2022 BY Shanna Tingom, AAMS®

If you've been reading financial advice for a while, you'll probably have heard repeatedly that saving for your retirement is one of the most important things you can do to secure your future. You’ll..

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What is a Revocable Living Trust? 

September 20, 2022 BY Shanna Tingom, AAMS®

A Revocable Living Trust is a document that specifies how you want your property to be distributed after your death. It's also called an "inter vivos" trust because it's created while you're still..

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The Good and Bad of Retiring Early

September 13, 2022 BY Shanna Tingom, AAMS®

When it comes to retiring early, some of the benefits are obvious. You get to live your life without the constraints of work, and you can pursue your own interests. But there are other good reasons..

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Financial Goals for 2022

December 29, 2021 BY Shanna Tingom, AAMS®

Retirement should be a time of rest, relaxation, and play. It should be about focusing on those pursuits that you wanted to do when you were younger, but you have yet to cross them off of your bucket..

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Estate Plan. Do you have one?

November 9, 2021 BY Shanna Tingom, AAMS®

After working hard and building a little wealth, it's incumbent on you to do what's necessary to protect that which you have accumulated. There are several ways you can protect your wealth, including..

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