Did you know that you can use AI to assess retirement readiness by inputting financial data into AI tools (like chatbots) for personalized projections on expenses, investments, and withdrawal strategies, helping you visualize scenarios and identify gaps? AI excels at crunching numbers, optimizing portfolios, and simulating outcomes (e.g., tax advantages, withdrawal orders), but it’s a starting...Read More

Retirement is a major milestone and with the right tools and knowledge, it can also be one of the most rewarding phases of your life. Whether you are days away from retiring or just beginning to explore what your future could look like; this free webinar is for you! Join us on Tuesday, June 17th,...Read More

Written by Chris O’Shea The pros and cons of 401(k) loans. A 401(k) loan can be a useful financial tool. As the name suggests, it allows you to borrow money from your 401(k) and use that money on other expenses. There are a few factors where it may make financial sense as an alternative to...Read More

Written by Chris O’Shea Tips for Financial Planning Month Financial planning for your future is important and should be a priority. Take advantage of this time of year and tighten up your finances. Here are some things to try. Examine Your Goals One fun way to celebrate financial planning month is to think about your...Read More

Are you looking ahead to retirement? To relaxing and doing all those things you don’t have time to do now? In retirement, you will have lots more time to do what you love and hopefully less expenses; but you will also have less income. Plan ahead! When you are ready to retire, you want your finances to...Read More