While most of us don’t intend to short change our retirement savings, competing priorities and unexpected expenditures can often get in the way of consistent retirement saving. An easy way to help fund your IRA is to have your tax refund deposited directly into...

Brad Jessen was born in Las Vegas, but after a career in the military serving our country, Brad and his family moved to Cape Coral 3 years ago.  Brad and Kellie, his wife of 20 years, along with their two daughters, Madison (15) and...

It’s hard to believe that 2016 is over.  Aside from the February correction, fluctuating oil prices, or the UK’s decision to leave the European Union, 2016 was boring for investors.  Then the election happened bringing with it the ‘Trump Rally’ for the stock market....

Many people who were once married or in a committed relationship are faced with managing finances alone at some point in their lives. Unfortunately, the first time many individuals experience handling complicated financial matters is during a personal crisis following the death or divorce...

Even with thorough planning, retirement savings can be decimated by job loss, divorce or death, but just as much damage can be done by subtle mistakes – below are seven that can prevent investors from reaching their goals: Not having a plan – Participating...

When you leave a job – whether due to layoff or any other reason – you are often faced with a decision about your 401(k) or other retirement plans. Over time, you may be in the same position as many other employees who have...