Blog

Blog

Articles of Interest

Are you planning your retirement using the common “Rule of Thumb”?

By Joyce Libby, CFP®
June 2016

As a long-time educator of 401(k) participants, I tend to hear many rules of thumb ... “I’m saving 10% of my income—is that enough?”, “Should I use 70% of my current income as my retirement income goal?”, “Social Security is my retirement plan!”, or “I’m retiring in 5 years, so I’m using the stable value fund or the money market fund in my 401(k). I don’t need your help.”  Read More

"Will" Anyone Care If You Die?

By Joyce Libby, CFP®
August 2016

No one likes to think about their untimely death or contemplates a serious illness or incapacity; but having a plan in place to take care of those we love is just smart. I’m in my late 40’s and finally prepared my first will a few years ago. My challenge as a single mother was...  Read More