Stay up to date on current financial events and commentary with our weekly blogs.

The time Air Force One went up, but didn’t (technically) come down…

Be extra vigilant when making your summer getaway plans! There aren’t many things better than a summer vacation.

Fireworks, hot dogs, and history…oh my!

Hollywood Stars Who Bet on Themselves. Sometimes in life, the best bet you can make is on yourself.

How much do you worry about quicksand in your daily life? Fittingly enough, I see quicksand as a tidy metaphor for any financial problems you might be experiencing.

4 Ways Wealthy Retirees Become Poor in Retirement.​​ ​I extend my gratitude to Cynthia Meason from GoBanking.com for incorporating my insights on how the lack of planning for a Long-Term Care event can lead to severe financial repercussions for retirees. Charles

Highway to the Danger Zone! If you’re like me, you can’t read those words without immediately thinking of the 80’s blockbuster Top Gun or its high-octane sequel Top Gun: Maverick.

2024 401k Update: Are You Maximizing Benefits Under New Contribution Limits? Being aware of these changes is key to enhancing your retirement planning strategy.

Happy New Year! Allow me to be one of the first to wish you a happy, healthy, and prosperous 2024!

Have You Maxed Out Your Benefits for 2023? If you have benefits coverage through your employer or buy a plan on your own, take a look at what your coverage includes and when your benefits reset.​