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Financial Planning Focus Newsletter

Aug 2019

Time for a Retirement Income Assessment?

By Angela Baker, JD, CFP®, CLTC, CASL®

Have you ever wondered how you will be able to afford life in retirement? Did you ever stop to consider when might be a good time to think through these details? It might be earlier than you’re thinking.

Investment Management Letter

Jul 2019

Investment Management - Second Quarter 2019

Lunar Landing - 50th Anniversary

On July 20, 2019, America will celebrate the 50th Anniversary of the first lunar landing. It was the Apollo 11 mission that took Neil Armstrong and Edwin “Buzz” Aldrin, Jr. to the surface of the moon.