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Sometimes it’s a financial mistake to pay off the mortgage on your primary residence. Other times, it makes perfect sense. Let me explain.

Should you leave your wealth concentrated in the single stock that made you rich? The general answer is No. Let me explain.

Withdrawing from your 401k should be a last resort.

The answer depends on your service credits, the type of pension plan, and if you’ll have future employment opportunities within the system.

As an employee at a state of Illinois public universities, you are entitled to participate in 1 of 3 SURS retirement plans.

I’ve answered 11 typical questions received from inquisitive readers, and am sharing these insights with you.

For retirement planning purposes you should consider allocating the funds from guaranteed income streams to meet your basic needs.

Peak Wealth Planning recommends a comprehensive review of your insurance coverage at least 10 years before your planned retirement.

Americans become eligible for social security benefits between ages 62-67, but monthly benefits depend on how early you elect to start.

Decisive actions you take today could make the greatest impact on your financial future.

How much you have saved and your retirement lifestyle are the leading factors to determine how long your money will last.

Life insurance is a complex topic. If you need guidance, please don’t delay. Reach out to me. Tomorrow is never guaranteed to anyone.

This article will dive into the key differences between the two primary versions of life insurance available to you - Term and Whole.

Jeff wanted to know more about life insurance and reducing financial risk for his family. This is some of the information I shared with him.

This article focuses on using the equity in your home to meet your income needs or lower your expenses.

HSA is a powerful tax free savings tool that can be used in later years for health and insurance related expenses.

There are three main steps to retirement planning. Visualize where you want to be and review whether your finances will take you there.

Gen-Xers, Are you confident with the choices you’ve made towards your financial wellness? Are you on track to a healthy retirement income?

Folks who are plagued by financial stress in their early 30’s have 4 common issues. Learn what they are and how to combat them.

Developing a financial wellness program helps to support good financial habits, which will ease stress, increase productivity, and...

The last 6 weeks have been stressful. Working at home, adjusting to a new routine, and facing isolation are challenging. Add to that...

“The key to healthy relationships is communication and lots of small kindnesses.”

Investing early in life is one way to provide time for your investments to grow. Being healthy while living longer is a good strategy too.

Along with its numerous health benefits, the way I garden is similar to serving our clients through financial planning and investment.