James M. Matthews

When it comes to planning for retirement, we’re willing to bet that there are some familiar “rules of thumb” that

True or False: the first step in getting your financial house in order is to make a budget? Instinctually, our

If you have ever spent any time with a financial professional, I’d be willing to bet that somewhere early in

You set a goal. You stuck to your plan. You reached the finish line. And then… you hesitate. Maybe you

Investing for retirement and investing IN retirement are not the same game. The scoreboard changes, the rules shift, and the

Retirement is often framed as a reward for decades of hard work. The assumption is that if your nest egg