retirement

How Women Can Prepare for Retirement

By EWM / September 29, 2022

Read Time: 3 MIN When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a […]

Helpful Retirement Strategies for Women

By EWM / September 26, 2022

Read Time: 2 MIN Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are […]

How to Conquer the World

By EWM / September 15, 2022

More than half of American women have primary responsibility for household finances. Here are 5 financial strategies for savvy single women!

Why Should I Have My 401k Managed?

By EWM / August 18, 2022

Time Constraints: Let’s face it, life is hectic.  Within our busy lives, it can become impossible to accurately and adequately manage the complexities of your […]

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?”