Financial Health

A Holiday Reflection on Financial and Mental Health

By EWM / December 18, 2023

Presented by: EWM Read Time: 3 MIN As the holiday season unfolds and we bid farewell to another year, it’s a time of reflection and […]

10 Holiday Shopping Tips

By EWM / November 27, 2023

Read Time: 3 MIN Planning financially for Christmas shopping is essential to manage your budget effectively and avoid overspending. Here are some tips to help […]

End-of-Year Financial Planning: Your 10-Step Checklist

By EWM / November 20, 2023

Read Time: 3 MIN As the year winds down, it’s the perfect time to review and adjust your financial plan. Whether it’s optimizing your investments […]

Navigating Open Enrollment: A Season of Choices

By Ken McMullen / November 15, 2023

Read Time: 3 MIN Open Enrollment season is upon us, a crucial time for making informed decisions about your healthcare coverage for the year ahead. […]

The Fixed Costs of Variable Annuities

By Todd Perry, CFP, CIMA, CPWA / July 8, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”

Are You On Track?

By Todd Perry, CFP, CIMA, CPWA / January 25, 2022

One of the most common questions from pre-retirees is, “Am I on track?” Many also wonder how they can confidently maintain their current lifestyle throughout retirement. But, with so many variables during this phase of life, such as income, social security, medical expenses, taxes, and inflation, how do you really know if you are “on track?”