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Budget For Post-Pandemic Retirement Travel

February 2, 2021 BY Shanna Tingom, AAMS®

As we get closer to getting back to normal after the COVID-19 travel pause, we need to think about a travel budget. This inevitably means that trips simply do not happen or that financial stress..

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Be Ready For the Next Market Correction

January 26, 2021 BY Shanna Tingom, AAMS®

Many retirement investors have a considerable percentage of their investment in stocks and this has generally served them well. Stocks have recently been on a roll - indeed booming – at or near..

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You Still Have Time For Retirement Resolutions

January 19, 2021 BY Shanna Tingom, AAMS®

A few weeks into a New Year and many think about various aspects of their lives. One of the primary areas that is commonly reviewed is personal finance. If you are thinking about retiring within the..

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Adding Stepchildren to Your Estate Plan

January 12, 2021 BY Shanna Tingom, AAMS®

As we look ahead to a new year, we think of our goals and priorities. Some of these goals can involve getting an Estate Plan together. If you want to leave part of your estate to your stepchildren,..

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