Happy 2023! I realize we are only a few days into the new year. Perhaps you’re still writing/saying 2022, taking down holiday decorations, working on your new year’s resolutions, or struggling getting back into your routine after a nice vacation. All of those are understandable – go easy on yourself! However, if you are all […]

Holiday season – the perfect time to bake cookies, put up decorations, enjoy time with family and friends – and of course check on the funding status of your retirement plans! I recently worked on this with a client and thought it would be helpful to share. There are a variety of retirement plans that […]