facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

Blog


Blog Articles, Podcast Episodes and more...

Our Blog page is here to provide you with information that will help you build your family fortress one block at a time!


%POST_TITLE% Thumbnail

The Four Keys to a Truly Satisfying Retirement

While achieving a specific savings goal is often seen as the ultimate retirement target, research shows finances are only part of the equation. True post-work happiness relies on four interacting pillars: savings, lifetime income, physical health, and social connections. Because no single pillar can replace another, building a fulfilling retirement requires a holistic approach that prioritizes strong relationships, health, and reliable income alongside your financial nest egg.

%POST_TITLE% Thumbnail

Avoiding the 5 Biggest Retirement Pitfalls

Planning for retirement isn't just about reaching a target savings number; it’s about making your money last through unpredictable market cycles, healthcare expenses, and inflation. In this episode, we explore the primary risks threatening modern retirees, including longevity, cognitive decline, and fraud, and outline clear, proactive strategies to insulate your portfolio and protect your financial future.

%POST_TITLE% Thumbnail

Should You Stay the Course? War, Oil, and Your Investments

Watching war headlines and oil price spikes can make markets feel unstable and unpredictable. While volatility rises in the moment, long-term investors tend to focus less on reacting to headlines and more on building diversified portfolios designed to withstand a wide range of geopolitical and economic shocks.